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Add ETF Report functionality from The Passive Investor #857

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merged 7 commits into from Oct 25, 2021
Merged

Add ETF Report functionality from The Passive Investor #857

merged 7 commits into from Oct 25, 2021

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JerBouma
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@JerBouma JerBouma commented Oct 25, 2021

Added functionality for creating ETF Reports via ThePassiveInvestor. By default it exports the file to /exports/etf but you can decide your own location with --filename and --folder (or simply include the full path in --filename).

Re-created this Pull Requests because I had issues with CRLFs and LF. This seems to be fixed now :)

image

Example report: ETF_report_20211022_201731.xlsx

@DidierRLopes DidierRLopes added the feat S Small T-Shirt size Feature label Oct 25, 2021
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Another thing is the export capability of your package. I think you relied on Windows using "" but for Unix you need to use "/". The way to handle this is to avoid adding "" or "/" to the folder location and use os.path.join(folder, filename). This command recognises the operating system and uses the appropriate slash

Screenshot 2021-10-25 at 12 14 26

@@ -73,6 +76,9 @@ def print_help(self):
gainers show top gainers
decliners show top decliners
active show most active

The Passive Investor:
report create report of multiple tickers
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Can we call this command "pir" or similar, to mention passive investor report, just because we use "reports" for the customisable one and to be easily distinguishable

)
print(
f"Created ETF report as {ns_parser.filename}.xlsx in folder {ns_parser.folder}"
)
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Can you add a new line here "\n"

@JerBouma
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JerBouma commented Oct 25, 2021

Made the changes, updated thepassiveinvestor to 1.0.9 to make it robust for Windows and Linux/Apple. @DidierRLopes

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Made the changes, updated thepassiveinvestor to 1.0.9 to make it robust for Windows and Linux/Apple. @DidierRLopes

Super!! Thank you! Once the checks pass, I'll merge this baby 😄

@DidierRLopes DidierRLopes merged commit 3401f15 into OpenBB-finance:main Oct 25, 2021
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2 participants