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v2.4.0

What's new

We have quite a few things added in the last few weeks

  • New realestate menu under alternative for looking at UK housing data
  • Mutual fund menu (funds) restored with a new source
  • The dd stock submenu has been improved and merged into the stocks/fa menu
  • Intrinio has been added as a source for stocks and stock options
  • New algolia search engine on the docs
  • Dependencies have been updated and resolved
  • General enhancements and bug fixes

What's changed

  • Report rendering can't handle save path for users that have a period (.) in username (#4235) @tys203831
  • Fixes bad yFinance candles with auto_adjust=True (#4231) @deeleeramone
  • Hotfix/Splashscreen Staying up on Windows installer (#4232) @tehcoderer
  • Block logout command if no auth enabled (#4233) @montezdesousa
  • Set guest by default and put authentication behind environment variable (#4197) @montezdesousa
  • Fix generate_portfolio SDK usage example (#4216) @northern-64bit
  • Changed poetry v for docker build (#4229) @luqmanbello
  • Feature/general improvements (#4213) @jmaslek
  • Sunset some dependencies (#4215) @jmaslek
  • Fix wrongly formatted values on stocks/fa/cash (#4211) @hjoaquim
  • Return a dataframe from stocks search, removed export to file system (#3923) (#4193) @joey-walker
  • Adds algolia to docs (#4208) @jose-donato
  • Hotfix/sdk-trailmaps portfolio.po deprecated functions, fix stocks.disc.filings, stocks.fa.sec_fmp (#4210) @tehcoderer
  • Adding intrinio and cleaning up options a bit more (#4127) @jmaslek
  • Update PR Template and Contributing guidelines (#4194) @jmaslek
  • [FEAT] Nightly Build slack Notifications (#4188) @luqmanbello
  • Feature/some cleaning (#4170) @hjoaquim
  • Updating poetry to v1.3.2 and dependencies (#4076) @aia
  • Cleanse functionality from relying on yfinance (#4176) @JerBouma
  • Feature/dependency grooming (#4166) @piiq
  • Restores numeric values (#4183) @hjoaquim
  • Fix some account bugs (#4190) @montezdesousa
  • Add merge group to allow for merge queue (#4191) @jmaslek
  • [FEAT] Additional metrics for evaluating forecasting (RMSE+ MSE) (#4178) @martinb-bb
  • Hotfix/banner spaced (#4189) @tehcoderer
  • Point register to dev (#4184) @montezdesousa
  • Tests : mocking yfinance tzcache (#4187) @Chavithra
  • Terminal authentication + keys/settings/routines (#4015) @montezdesousa
  • Routine remote storage (#4143) @montezdesousa
  • [Snyk] Upgrade tailwindcss-radix from 2.6.2 to 2.7.0 (#4177) @snyk-bot
  • Fixing smaller issues and moving a few things around (#4155) @JerBouma
  • Adjust timezone for AV when interval < 1d (#4158) @hjoaquim
  • Update the documentation so the importance of API keys is more clear (#4172) @JerBouma
  • Remove legacy macro endpoints with no country parameter (#4173) @montezdesousa
  • Fix crypto/disc/top sort (#4167) @montezdesousa
  • Showing portfolio portfolios after optimizing in po now works, cash comment removed from portfolio docs and Parameter file info added (#4149) @JerBouma
  • Fix portfolio optimization Ticker.info bug (#4145) @montezdesousa
  • Remove duplicate ruff selection of pycodestyle warnings (W) (#4156) @andyhuynh3
  • [Snyk] Upgrade @radix-ui/react-popover from 1.0.2 to 1.0.3 (#4165) @jmaslek
  • Removed Pyupgrade From CI (#4160) @colin99d
  • Removing timezone on export xlsx (#4163) @hjoaquim
  • Retire legacy Jupyter Lab extensions (#4146) @piiq
  • Refractor stocks/fa by incorporating stocks/dd and making the menu less reliant on Yahoo Finance (#4055) @JerBouma
  • Fix portfolio/summary command (issue #3960) (#3964) @northern-64bit
  • Fix load a benchmark that isn't in the list of limited choices + yf.Ticker().info bugs (#4079) @montezdesousa
  • [Snyk] Upgrade tailwindcss-radix from 2.6.1 to 2.6.2 (#4148) @snyk-bot
  • Fix portfolio engine assigning close values to the wrong tickers (#4147) @JerBouma
  • Fix integration test debug mode flag (#4133) @montezdesousa
  • Feature/add isort linter (#4114) @colin99d
  • [Snyk] Fix for 2 vulnerabilities (#4129) @snyk-bot
  • Change integration tests environment variables + add option (#4126) @montezdesousa
  • Fix economy/macro --transform (#4125) @JerBouma
  • Feature/mstarpy (#4068) @Mael-J
  • Adding CMD Flags to Docs Generation (#4123) @tehcoderer
  • New functionality for UK Sold house price data (#3969) @kulbinderdio
  • Automate Publishing to Pypi (#4115) @luqmanbello
  • Update labels and release drafter (#4116) @jmaslek
  • Improve website readme (#4099) @hjoaquim
  • Merge release into develop (#4109) @jmaslek