Fixing smaller issues and moving a few things around

openbb_terminal/economy/econdb_view.py

@@ -230,7 +230,7 @@ def show_treasuries(
             export,
             os.path.dirname(os.path.abspath(__file__)),
             "treasuries_data",
-            treasury_data,
+            treasury_data / 100,
             sheet_name,
         )
 

openbb_terminal/economy/yfinance_model.py

@@ -638,6 +638,7 @@ def get_index(
         interval=interval,
         progress=False,
         show_errors=False,
+        ignore_tz=True,
     )
 
     if column not in index_data.columns:

openbb_terminal/miscellaneous/data_sources_default.json

@@ -54,6 +54,7 @@
       }
     },
     "disc": {
+      "filings": ["FinancialModelingPrep"],
       "pipo": ["Finnhub"],
       "fipo": ["Finnhub"],
       "gainers": ["YahooFinance"],
@@ -112,7 +113,8 @@
       "financial": ["Finviz"],
       "ownership": ["Finviz"],
       "performance": ["Finviz"],
-      "technical": ["Finviz"]
+      "technical": ["Finviz"],
+      "arktrades": ["Cathiesark"]
     },
     "ins": {
       "load": ["YahooFinance", "IEXCloud", "AlphaVantage", "Polygon", "EODHD"],
@@ -257,8 +259,7 @@
       "est": ["BusinessInsider"],
       "sec": ["MarketWatch", "FinancialModelingPrep"],
       "supplier": ["CSIMarket"],
-      "customer": ["CSIMarket"],
-      "arktrades": ["Cathiesark"]
+      "customer": ["CSIMarket"]
     },
     "bt": {
       "load": ["YahooFinance", "IEXCloud", "AlphaVantage", "Polygon", "EODHD"],

openbb_terminal/miscellaneous/i18n/en.yml

@@ -166,6 +166,7 @@ en:
   stocks/th/all: show all markets
   stocks/th/exchange: show one exchange
   stocks/th/holidays: show all dates on which there is a market holiday
+  stocks/disc/filings: the most-recent form submissions to the SEC 
   stocks/disc/pipo: past IPOs dates
   stocks/disc/fipo: future IPOs dates
   stocks/disc/gainers: show latest top gainers
@@ -232,6 +233,7 @@ en:
   stocks/scr/ownership: ownership (e.g. Float, Insider Own, Short Ratio)
   stocks/scr/performance: performance (e.g. Perf Week, Perf YTD, Volatility M)
   stocks/scr/technical: technical (e.g. Beta, SMA50, 52W Low, RSI, Change)
+  stocks/scr/arktrades: get ARK trades for a chosen ticker
   stocks/scr/_screened_tickers: Last screened tickers
   stocks/scr/ca: take these to comparison analysis menu
   stocks/ins/view: view available presets
@@ -337,7 +339,6 @@ en:
   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)

openbb_terminal/miscellaneous/integration_tests_scripts/stocks/test_stocks_disc.openbb

@@ -9,6 +9,7 @@ disc
 help
 h
 ?
+filings
 pipo
 fipo
 gainers

openbb_terminal/miscellaneous/library/trail_map.csv

@@ -373,7 +373,7 @@ stocks.disc.gtech,openbb_terminal.stocks.discovery.yahoofinance_model.get_gtech,
 stocks.disc.losers,openbb_terminal.stocks.discovery.yahoofinance_model.get_losers,
 stocks.disc.ugs,openbb_terminal.stocks.discovery.yahoofinance_model.get_ugs,
 stocks.disc.ulc,openbb_terminal.stocks.discovery.yahoofinance_model.get_ulc,
-stocks.fa.arktrades,openbb_terminal.stocks.fundamental_analysis.ark_model.get_ark_trades_by_ticker,
+stocks.screener.arktrades,openbb_terminal.stocks.screener.ark_model.get_ark_trades_by_ticker,
 stocks.fa.est,openbb_terminal.stocks.fundamental_analysis.business_insider_model.get_estimates,
 stocks.fa.pt,openbb_terminal.stocks.fundamental_analysis.business_insider_model.get_price_target_from_analysts,openbb_terminal.stocks.fundamental_analysis.business_insider_view.price_target_from_analysts
 stocks.fa.customer,openbb_terminal.stocks.fundamental_analysis.csimarket_model.get_customers,
@@ -403,7 +403,7 @@ stocks.fa.growth,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_finan
 stocks.fa.metrics,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_key_metrics,
 stocks.fa.ratios,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_key_ratios,
 stocks.fa.profile,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_profile,
-stocks.quote_fmp,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_quote,
+stocks.quote_fmp,openbb_terminal.stocks.stocks_model.get_quote_fmp,
 stocks.fa.score,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_score,
 stocks.fa.data,openbb_terminal.stocks.fundamental_analysis.finviz_model.get_data,
 stocks.fa.cal,openbb_terminal.stocks.fundamental_analysis.yahoo_finance_model.get_calendar_earnings,
@@ -491,7 +491,7 @@ stocks.load,openbb_terminal.stocks.stocks_helper.load,
 etf.load,openbb_terminal.stocks.stocks_helper.load,
 stocks.process_candle,openbb_terminal.stocks.stocks_helper.process_candle,
 stocks.search,openbb_terminal.stocks.stocks_helper.search,
-stocks.quote_yf,openbb_terminal.stocks.stocks_model.load_quote,
+stocks.quote_yf,openbb_terminal.stocks.stocks_model.get_quote_yf,
 stocks.tob,openbb_terminal.stocks.cboe_model.get_top_of_book,
 stocks.candle,openbb_terminal.stocks.stocks_helper.display_candle,
 crypto.load,openbb_terminal.cryptocurrency.cryptocurrency_helpers.load,
@@ -541,4 +541,5 @@ futures.search,openbb_terminal.futures.yfinance_model.get_search_futures,
 futures.historical,openbb_terminal.futures.yfinance_model.get_historical_futures,openbb_terminal.futures.yfinance_view.display_historical
 futures.curve,openbb_terminal.futures.yfinance_model.get_curve_futures,openbb_terminal.futures.yfinance_view.display_curve
 economy.get_groups,openbb_terminal.economy.finviz_model.get_groups,
-stocks.filings,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_filings,openbb_terminal.stocks.fundamental_analysis.fmp_view.display_filings
+stocks.disc.filings,openbb_terminal.stocks.discovery.fmp_model.get_filings,openbb_terminal.stocks.discovery.fmp_view.display_filings
+stocks.fa.sec_fmp,openbb_terminal.stocks.fundamental_analysis.fmp_model.get_filings,openbb_terminal.stocks.fundamental_analysis.fmp_view.get_filings

openbb_terminal/reports/templates/equity.ipynb

@@ -159,7 +159,7 @@
     "    df_year_estimates,\n",
     "    df_quarter_earnings,\n",
     "    df_quarter_revenues,\n",
-    ") = openbb.stocks.dd.est(symbol=symbol)\n",
+    ") = openbb.stocks.fa.est(symbol=symbol)\n",
     "df_quarter_revenues"
    ]
   },
@@ -195,7 +195,7 @@
    "metadata": {},
    "outputs": [],
    "source": [
-    "quote_data = openbb.stocks.quote(symbol)\n",
+    "quote_data = openbb.stocks.quote_fmp(symbol)\n",
     "quote_data"
    ]
   },
@@ -240,7 +240,7 @@
    "metadata": {},
    "outputs": [],
    "source": [
-    "df_sec_filings = openbb.stocks.dd.sec(symbol=symbol)[[\"Type\", \"Category\", \"Link\"]].head(\n",
+    "df_sec_filings = openbb.stocks.fa.sec(symbol=symbol)[[\"Type\", \"Category\", \"Link\"]].head(\n",
     "    5\n",
     ")\n",
     "df_sec_filings[\"Link\"] = df_sec_filings[\"Link\"].apply(\n",
@@ -256,7 +256,7 @@
    "metadata": {},
    "outputs": [],
    "source": [
-    "df_analyst = openbb.stocks.dd.analyst(symbol=symbol)\n",
+    "df_analyst = openbb.stocks.fa.analyst(symbol=symbol)\n",
     "\n",
     "if not df_analyst.empty:\n",
     "    if \"target\" in df_analyst.columns:\n",
@@ -284,7 +284,7 @@
    "metadata": {},
    "outputs": [],
    "source": [
-    "df_rating = openbb.stocks.dd.rating(symbol)\n",
+    "df_rating = openbb.stocks.fa.rating(symbol)\n",
     "df_rating"
    ]
   },
@@ -319,7 +319,18 @@
     "expiry_dates = openbb.stocks.options.expirations(symbol)\n",
     "exp = expiry_dates[0]\n",
     "option_chain = openbb.stocks.options.chains(symbol, expiration=exp)\n",
-    "current_price = float(info[\"Previous close\"][0])"
+    "current_price = float(ticker_data['Adj Close'][-1])"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "3fdc1595",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "call_option_chain = option_chain[option_chain['optionType'] == \"call\"]\n",
+    "put_option_chain = option_chain[option_chain['optionType'] == \"put\"]"
    ]
   },
   {
@@ -331,10 +342,10 @@
    "source": [
     "fig, ax = plt.subplots(figsize=(11, 3), dpi=150)\n",
     "ax.plot(\n",
-    "    option_chain[\"strike\"], option_chain[\"c_Openinterest\"], label=\"Call Open Interest\"\n",
+    "    call_option_chain[\"strike\"], call_option_chain[\"openInterest\"], label=\"Call Open Interest\"\n",
     ")\n",
     "ax.plot(\n",
-    "    option_chain[\"strike\"], option_chain[\"p_Openinterest\"], label=\"Put Open Interest\"\n",
+    "    put_option_chain[\"strike\"], put_option_chain[\"openInterest\"], label=\"Put Open Interest\"\n",
     ")\n",
     "ax.legend()\n",
     "fig.tight_layout()\n",
@@ -351,8 +362,8 @@
    "outputs": [],
    "source": [
     "fig, ax = plt.subplots(figsize=(11, 8), dpi=150)\n",
-    "ax.plot(option_chain[\"strike\"], option_chain[\"c_Volume\"], label=\"Call Volume\")\n",
-    "ax.plot(option_chain[\"strike\"], option_chain[\"p_Volume\"], label=\"Put Volume\")\n",
+    "ax.plot(call_option_chain[\"strike\"], call_option_chain[\"volume\"], label=\"Call Volume\")\n",
+    "ax.plot(put_option_chain[\"strike\"], put_option_chain[\"volume\"], label=\"Put Volume\")\n",
     "ax.legend()\n",
     "fig.tight_layout()\n",
     "f = io.BytesIO()\n",
@@ -506,7 +517,7 @@
     "    external_axes=[\n",
     "        ax,\n",
     "    ],\n",
-    "    normalize=False,\n",
+    "    normalize=True,\n",
     ")\n",
     "fig.tight_layout()\n",
     "f = io.BytesIO()\n",
@@ -696,7 +707,7 @@
    "outputs": [],
    "source": [
     "fig, ax = plt.subplots(figsize=(11, 3), dpi=150)\n",
-    "openbb.stocks.dd.pt_chart(\n",
+    "openbb.stocks.fa.pt_chart(\n",
     "    symbol=symbol,\n",
     "    start_date=\"2022-01-01\",\n",
     "    data=ticker_data,\n",
@@ -717,7 +728,7 @@
    "metadata": {},
    "outputs": [],
    "source": [
-    "df = openbb.stocks.dd.pt(symbol=symbol)\n",
+    "df = openbb.stocks.fa.pt(symbol=symbol)\n",
     "avg_ratings_last_30_days = 0\n",
     "days = 0\n",
     "if not df.empty:\n",
@@ -745,7 +756,7 @@
    "outputs": [],
    "source": [
     "fig, ax = plt.subplots(figsize=(11, 3), dpi=150)\n",
-    "openbb.stocks.dd.rot_chart(\n",
+    "openbb.stocks.fa.rot_chart(\n",
     "    symbol=symbol,\n",
     "    limit=10,\n",
     "    raw=False,\n",
@@ -951,7 +962,7 @@
    "metadata": {},
    "outputs": [],
    "source": [
-    "income_df = openbb.stocks.fa.income(symbol, source=\"YahooFinance\")\n",
+    "income_df = openbb.stocks.fa.income(symbol, source=\"FinancialModelingPrep\")\n",
     "data_df = openbb.stocks.fa.data(symbol)\n",
     "mgmt_df = openbb.stocks.fa.mgmt(symbol)\n",
     "if not mgmt_df.empty:\n",
@@ -964,9 +975,7 @@
     "except:\n",
     "    pass\n",
     "enterprise_df = openbb.stocks.fa.enterprise(symbol)\n",
-    "score = openbb.stocks.fa.score(symbol)\n",
-    "if score:\n",
-    "    score = round(float(score), 2)"
+    "score = openbb.stocks.fa.score(symbol, years=10)"
    ]
   },
   {
@@ -1174,15 +1183,15 @@
     "    ],\n",
     "    finbrain_sentiment_val,\n",
     ")\n",
-    "if score:\n",
+    "if score[\"Total Score\"]:\n",
     "    htmlcode += widgets.kpi(\n",
     "        [25, 75],\n",
     "        [\n",
     "            \"Buffet Score is not favourable\",\n",
     "            \"Buffet Score is neutral\",\n",
     "            \"Buffet Score is favourable\",\n",
     "        ],\n",
-    "        score,\n",
+    "        float(score[\"Total Score\"], 2),\n",
     "    )\n",
     "if predictions:\n",
     "    htmlcode += widgets.kpi(\n",
@@ -1467,11 +1476,11 @@
    "name": "python",
    "nbconvert_exporter": "python",
    "pygments_lexer": "ipython3",
-   "version": "3.9.6 | packaged by conda-forge | (default, Jul 11 2021, 03:36:15) \n[Clang 11.1.0 ]"
+   "version": "3.9.6"
   },
   "vscode": {
    "interpreter": {
-    "hash": "cb66ba39c97f15743fbb79e204a841ea03600987d49579cfb0ffc8e8dd934c69"
+    "hash": "100174a9203096c0c10fb537684ff280825ee9e252451beb8786068677204f06"
    }
   }
  },

openbb_terminal/stocks/discovery/disc_controller.py

@@ -25,6 +25,7 @@
     ark_view,
     finnhub_view,
     finviz_view,
+    fmp_view,
     nasdaq_view,
     seeking_alpha_view,
     shortinterest_view,
@@ -59,6 +60,7 @@ class DiscoveryController(BaseController):
         "rtat",
         "divcal",
         "heatmap",
+        "filings",
     ]
 
     arkord_sortby_choices = [
@@ -125,6 +127,7 @@ def __init__(self, queue: List[str] = None):
     def print_help(self):
         """Print help"""
         mt = MenuText("stocks/disc/")
+        mt.add_cmd("filings", "FinancialModelingPrep")
         mt.add_cmd("pipo", "Finnhub")
         mt.add_cmd("fipo", "Finnhub")
         mt.add_cmd("gainers", "Yahoo Finance")
@@ -911,3 +914,42 @@ def call_heatmap(self, other_args: List[str]):
                 if ns_parser.sheet_name
                 else None,
             )
+
+    @log_start_end(log=logger)
+    def call_filings(self, other_args: List[str]) -> None:
+        """Process Filings command"""
+        parser = argparse.ArgumentParser(
+            add_help=False,
+            formatter_class=argparse.ArgumentDefaultsHelpFormatter,
+            prog="filings",
+            description="The most-recent filings submitted to the SEC",
+        )
+        parser.add_argument(
+            "-p",
+            "--pages",
+            dest="pages",
+            metavar="pages",
+            type=int,
+            default=1,
+            help="The number of pages to get data from (1000 entries/page; maximum 30 pages)",
+        )
+        parser.add_argument(
+            "-t",
+            "--today",
+            dest="today",
+            action="store_true",
+            default=False,
+            help="Show all filings from today",
+        )
+        if other_args and "-" not in other_args[0][0]:
+            other_args.insert(0, "-l")
+        ns_parser = self.parse_known_args_and_warn(
+            parser,
+            other_args,
+            EXPORT_ONLY_RAW_DATA_ALLOWED,
+            limit=5,
+        )
+        if ns_parser:
+            fmp_view.display_filings(
+                ns_parser.pages, ns_parser.limit, ns_parser.today, ns_parser.export
+            )