diff --git a/openbb_terminal/miscellaneous/i18n/en.yml b/openbb_terminal/miscellaneous/i18n/en.yml index 6e56e1c57261..74887da3e25d 100644 --- a/openbb_terminal/miscellaneous/i18n/en.yml +++ b/openbb_terminal/miscellaneous/i18n/en.yml @@ -412,6 +412,7 @@ en: stocks/bt/rsi: buy when RSI < low and sell when RSI > high stocks/bt/load: load a specific stock ticker for analysis stocks/ta/_ticker: Ticker + stocks/ta/load: load a specific stock ticker for analysis stocks/ta/view: view historical data and trendlines stocks/ta/summary: technical summary report stocks/ta/recom: recommendation based on technical indicators diff --git a/openbb_terminal/stocks/backtesting/bt_controller.py b/openbb_terminal/stocks/backtesting/bt_controller.py index 6bf94957bdc5..12904fb0df60 100644 --- a/openbb_terminal/stocks/backtesting/bt_controller.py +++ b/openbb_terminal/stocks/backtesting/bt_controller.py @@ -63,15 +63,16 @@ def __init__( def print_help(self): """Print help""" mt = MenuText("stocks/bt/") + mt.add_raw("") + mt.add_param("_ticker", self.ticker.upper() or "No Ticker Loaded") mt.add_raw("\n") - mt.add_param("_ticker", self.ticker.upper()) mt.add_cmd("load") mt.add_raw("\n") - mt.add_cmd("whatif") + mt.add_cmd("whatif", self.ticker) mt.add_raw("\n") - mt.add_cmd("ema") - mt.add_cmd("emacross") - mt.add_cmd("rsi") + mt.add_cmd("ema", self.ticker) + mt.add_cmd("emacross", self.ticker) + mt.add_cmd("rsi", self.ticker) console.print(text=mt.menu_text, menu="Stocks - Backtesting") def custom_reset(self): diff --git a/openbb_terminal/stocks/comparison_analysis/ca_controller.py b/openbb_terminal/stocks/comparison_analysis/ca_controller.py index 5c6fee46e103..57de3392c4a6 100644 --- a/openbb_terminal/stocks/comparison_analysis/ca_controller.py +++ b/openbb_terminal/stocks/comparison_analysis/ca_controller.py @@ -346,7 +346,8 @@ def call_get(self, other_args: List[str]): ) else: console.print( - "You need to 'set' a ticker to get similar companies from first!" + "You need to 'set' a ticker to get similar companies from first! This is " + "for example done by running 'ticker aapl'" ) @log_start_end(log=logger) diff --git a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py index 73a3d75ec759..a4f026e0aa4b 100644 --- a/openbb_terminal/stocks/fundamental_analysis/fa_controller.py +++ b/openbb_terminal/stocks/fundamental_analysis/fa_controller.py @@ -44,6 +44,10 @@ logger = logging.getLogger(__name__) +no_ticker_message = ( + "No ticker loaded. Use 'load' command to load a ticker or use the -t flag." +) + class FundamentalAnalysisController(StockBaseController): """Fundamental Analysis Controller class""" @@ -199,6 +203,9 @@ def call_analysis(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return eclect_us_view.display_analysis( symbol=self.ticker, export=ns_parser.export, @@ -235,6 +242,9 @@ def call_mgmt(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return business_insider_view.display_management( symbol=self.ticker, export=ns_parser.export, @@ -270,6 +280,9 @@ def call_overview(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if ns_parser.source == "Finviz": finviz_view.display_screen_data( symbol=self.ticker, @@ -338,7 +351,9 @@ def call_score(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) - + if not self.ticker: + console.print(no_ticker_message) + return fmp_view.valinvest_score( self.ticker, ns_parser.years, @@ -405,6 +420,9 @@ def call_enterprise(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if ns_parser.source == "FinancialModelingPrep": fmp_view.display_enterprise( @@ -485,6 +503,9 @@ def call_metrics(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if ns_parser.source == "FinancialModelingPrep": fmp_view.display_key_metrics( @@ -565,6 +586,9 @@ def call_ratios(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return fmp_view.display_financial_ratios( symbol=self.ticker, @@ -632,6 +656,9 @@ def call_growth(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return fmp_view.display_financial_statement_growth( symbol=self.ticker, @@ -668,6 +695,9 @@ def call_epsfc(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return seeking_alpha_view.display_eps_estimates( self.ticker, @@ -702,6 +732,9 @@ def call_revfc(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return seeking_alpha_view.display_rev_estimates( self.ticker, @@ -735,6 +768,9 @@ def call_splits(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return yahoo_finance_view.display_splits( self.ticker, @@ -780,6 +816,9 @@ def call_shrs(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if not self.suffix: yahoo_finance_view.display_shareholders( @@ -833,6 +872,9 @@ def call_divs(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if not self.suffix: yahoo_finance_view.display_dividends( @@ -910,6 +952,9 @@ def call_income(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return ns_parser.plot = list_from_str(ns_parser.plot) # TODO: Switch to actually getting data @@ -1053,6 +1098,9 @@ def call_balance(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return ns_parser.plot = list_from_str(ns_parser.plot) # TODO: Switch to actually getting data @@ -1200,6 +1248,9 @@ def call_cash(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return ns_parser.plot = list_from_str(ns_parser.plot) # TODO: Switch to actually getting data @@ -1318,6 +1369,9 @@ def call_earnings(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if ns_parser.source == "AlphaVantage": av_view.display_earnings( @@ -1412,6 +1466,9 @@ def call_fraud(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return av_view.display_fraud( symbol=self.ticker, @@ -1453,6 +1510,9 @@ def call_dupont(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return av_view.display_dupont( self.ticker, raw=ns_parser.raw, export=ns_parser.export @@ -1555,6 +1615,9 @@ def call_dcf(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if self.ticker: dcf = dcf_view.CreateExcelFA( @@ -1615,6 +1678,9 @@ def call_dcfc(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return fmp_view.display_discounted_cash_flow( symbol=self.ticker, @@ -1732,6 +1798,9 @@ def call_pt(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return business_insider_view.price_target_from_analysts( symbol=self.ticker, @@ -1777,6 +1846,9 @@ def call_est(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return business_insider_view.estimates( symbol=self.ticker, @@ -1831,6 +1903,9 @@ def call_rot(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return finnhub_view.rating_over_time( symbol=self.ticker, @@ -1882,6 +1957,9 @@ def call_rating(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if ns_parser.source == "Finviz": finviz_view.analyst( @@ -1949,6 +2027,9 @@ def call_sec(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return if ns_parser.source == "MarketWatch": marketwatch_view.sec_filings( @@ -1994,6 +2075,9 @@ def call_supplier(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return csimarket_view.suppliers( symbol=self.ticker, @@ -2027,6 +2111,9 @@ def call_customer(self, other_args: List[str]): if ns_parser.ticker: self.ticker = ns_parser.ticker self.custom_load_wrapper([self.ticker]) + if not self.ticker: + console.print(no_ticker_message) + return csimarket_view.customers( symbol=self.ticker, diff --git a/openbb_terminal/stocks/quantitative_analysis/qa_controller.py b/openbb_terminal/stocks/quantitative_analysis/qa_controller.py index c34a4c53958f..a7588e105845 100644 --- a/openbb_terminal/stocks/quantitative_analysis/qa_controller.py +++ b/openbb_terminal/stocks/quantitative_analysis/qa_controller.py @@ -114,40 +114,42 @@ def print_help(self): mt = MenuText("stocks/qa/") mt.add_cmd("load") - mt.add_cmd("pick") + mt.add_cmd("pick", not self.stock.empty) mt.add_raw("\n") - mt.add_param("_ticker", stock_str) + mt.add_param( + "_ticker", stock_str if not self.stock.empty else "No ticker loaded" + ) mt.add_param("_target", self.target) mt.add_raw("\n") mt.add_info("_statistics_") - mt.add_cmd("summary") - mt.add_cmd("normality") - mt.add_cmd("unitroot") + mt.add_cmd("summary", not self.stock.empty) + mt.add_cmd("normality", not self.stock.empty) + mt.add_cmd("unitroot", not self.stock.empty) mt.add_info("_plots_") - mt.add_cmd("line") - mt.add_cmd("hist") - mt.add_cmd("cdf") - mt.add_cmd("bw") - mt.add_cmd("acf") - mt.add_cmd("qqplot") + mt.add_cmd("line", not self.stock.empty) + mt.add_cmd("hist", not self.stock.empty) + mt.add_cmd("cdf", not self.stock.empty) + mt.add_cmd("bw", not self.stock.empty) + mt.add_cmd("acf", not self.stock.empty) + mt.add_cmd("qqplot", not self.stock.empty) mt.add_info("_rolling_metrics_") - mt.add_cmd("rolling") - mt.add_cmd("spread") - mt.add_cmd("quantile") - mt.add_cmd("skew") - mt.add_cmd("kurtosis") + mt.add_cmd("rolling", not self.stock.empty) + mt.add_cmd("spread", not self.stock.empty) + mt.add_cmd("quantile", not self.stock.empty) + mt.add_cmd("skew", not self.stock.empty) + mt.add_cmd("kurtosis", not self.stock.empty) mt.add_info("_risk_") - mt.add_cmd("var") - mt.add_cmd("es") - mt.add_cmd("sh") - mt.add_cmd("so") - mt.add_cmd("om") + mt.add_cmd("var", not self.stock.empty) + mt.add_cmd("es", not self.stock.empty) + mt.add_cmd("sh", not self.stock.empty) + mt.add_cmd("so", not self.stock.empty) + mt.add_cmd("om", not self.stock.empty) mt.add_info("_other_") - mt.add_cmd("raw") - mt.add_cmd("decompose") - mt.add_cmd("cusum") - mt.add_cmd("capm") - mt.add_cmd("beta") + mt.add_cmd("raw", not self.stock.empty) + mt.add_cmd("decompose", not self.stock.empty) + mt.add_cmd("cusum", not self.stock.empty) + mt.add_cmd("capm", not self.stock.empty) + mt.add_cmd("beta", not self.stock.empty) console.print(text=mt.menu_text, menu="Stocks - Quantitative Analysis") def custom_reset(self): diff --git a/openbb_terminal/stocks/technical_analysis/ta_controller.py b/openbb_terminal/stocks/technical_analysis/ta_controller.py index fb1af48480d1..930add3a0991 100644 --- a/openbb_terminal/stocks/technical_analysis/ta_controller.py +++ b/openbb_terminal/stocks/technical_analysis/ta_controller.py @@ -129,7 +129,11 @@ def print_help(self): stock_str = f"{s_intraday} {self.ticker}" mt = MenuText("stocks/ta/", 90) - mt.add_param("_ticker", stock_str) + mt.add_param( + "_ticker", stock_str if not self.stock.empty else "No ticker loaded" + ) + mt.add_raw("\n") + mt.add_cmd("load") mt.add_raw("\n") mt.add_cmd("recom") mt.add_cmd("summary") @@ -137,38 +141,38 @@ def print_help(self): mt.add_cmd("view") mt.add_raw("\n") mt.add_info("_overlap_") - mt.add_cmd("ema") - mt.add_cmd("hma") - mt.add_cmd("sma") - mt.add_cmd("wma") - mt.add_cmd("vwap") - mt.add_cmd("zlma") + mt.add_cmd("ema", not self.stock.empty) + mt.add_cmd("hma", not self.stock.empty) + mt.add_cmd("sma", not self.stock.empty) + mt.add_cmd("wma", not self.stock.empty) + mt.add_cmd("vwap", not self.stock.empty) + mt.add_cmd("zlma", not self.stock.empty) mt.add_info("_momentum_") - mt.add_cmd("cci") - mt.add_cmd("cg") - mt.add_cmd("clenow") - mt.add_cmd("demark") - mt.add_cmd("macd") - mt.add_cmd("fisher") - mt.add_cmd("rsi") - mt.add_cmd("rsp") - mt.add_cmd("stoch") + mt.add_cmd("cci", not self.stock.empty) + mt.add_cmd("cg", not self.stock.empty) + mt.add_cmd("clenow", not self.stock.empty) + mt.add_cmd("demark", not self.stock.empty) + mt.add_cmd("macd", not self.stock.empty) + mt.add_cmd("fisher", not self.stock.empty) + mt.add_cmd("rsi", not self.stock.empty) + mt.add_cmd("rsp", not self.stock.empty) + mt.add_cmd("stoch", not self.stock.empty) mt.add_info("_trend_") - mt.add_cmd("adx") - mt.add_cmd("aroon") + mt.add_cmd("adx", not self.stock.empty) + mt.add_cmd("aroon", not self.stock.empty) mt.add_info("_volatility_") - mt.add_cmd("atr") - mt.add_cmd("bbands") - mt.add_cmd("cones") - mt.add_cmd("donchian") - mt.add_cmd("kc") + mt.add_cmd("atr", not self.stock.empty) + mt.add_cmd("bbands", not self.stock.empty) + mt.add_cmd("cones", not self.stock.empty) + mt.add_cmd("donchian", not self.stock.empty) + mt.add_cmd("kc", not self.stock.empty) mt.add_info("_volume_") - mt.add_cmd("ad") - mt.add_cmd("adosc") - mt.add_cmd("obv") + mt.add_cmd("ad", not self.stock.empty) + mt.add_cmd("adosc", not self.stock.empty) + mt.add_cmd("obv", not self.stock.empty) mt.add_info("_custom_") - mt.add_cmd("fib") - mt.add_cmd("multi") + mt.add_cmd("fib", not self.stock.empty) + mt.add_cmd("multi", not self.stock.empty) console.print(text=mt.menu_text, menu="Stocks - Technical Analysis") def custom_reset(self): diff --git a/tests/openbb_terminal/stocks/backtesting/txt/test_bt_controller/test_print_help.txt b/tests/openbb_terminal/stocks/backtesting/txt/test_bt_controller/test_print_help.txt index c247476712b1..617e7e3c90c8 100644 --- a/tests/openbb_terminal/stocks/backtesting/txt/test_bt_controller/test_print_help.txt +++ b/tests/openbb_terminal/stocks/backtesting/txt/test_bt_controller/test_print_help.txt @@ -1,5 +1,5 @@ - Ticker: TSLA + load load a specific stock ticker for analysis [YahooFinance, AlphaVantage, Polygon, EODHD] whatif what if you had bought X shares on day Y [YahooFinance] diff --git a/tests/openbb_terminal/stocks/behavioural_analysis/txt/test_cramer_view/test_cramer_ticker[True].txt b/tests/openbb_terminal/stocks/behavioural_analysis/txt/test_cramer_view/test_cramer_ticker[True].txt index 187cc6535e3c..73110e66d296 100644 --- a/tests/openbb_terminal/stocks/behavioural_analysis/txt/test_cramer_view/test_cramer_ticker[True].txt +++ b/tests/openbb_terminal/stocks/behavioural_analysis/txt/test_cramer_view/test_cramer_ticker[True].txt @@ -1,16 +1,16 @@ - Company Date Price Symbol Recommendation InverseCramer -0 Apple 2022-01-03 182.01 AAPL Buy Sell -1 Apple 2022-01-05 174.92 AAPL Buy Sell -2 Apple 2022-01-07 172.17 AAPL Buy Sell -3 Apple 2022-01-11 175.08 AAPL Buy Sell -4 Apple 2022-01-21 162.41 AAPL Buy Sell -5 Apple 2022-01-27 159.22 AAPL Buy Sell -6 Apple 2022-01-28 170.33 AAPL Buy Sell -7 Apple 2022-01-31 174.78 AAPL Buy Sell -8 Apple 2022-02-03 172.90 AAPL Buy Sell -9 Apple 2022-03-25 174.72 AAPL Buy Sell -10 Apple 2022-04-11 165.75 AAPL Sell Buy -11 Apple 2022-04-12 167.66 AAPL Buy Sell -12 Apple 2022-04-28 163.64 AAPL Buy Sell -13 Apple 2022-05-17 149.24 AAPL Buy Sell -14 Apple 2022-05-19 137.35 AAPL Buy Sell + Company Date Price Symbol Recommendation InverseCramer +0 Apple 2022-01-03 182.01 AAPL Buy Sell +1 Apple 2022-01-05 174.92 AAPL Buy Sell +2 Apple 2022-01-07 172.17 AAPL Buy Sell +3 Apple 2022-01-11 175.08 AAPL Buy Sell +4 Apple 2022-01-21 162.41 AAPL Buy Sell +5 Apple 2022-01-27 159.22 AAPL Buy Sell +6 Apple 2022-01-28 170.33 AAPL Buy Sell +7 Apple 2022-01-31 174.78 AAPL Buy Sell +8 Apple 2022-02-03 172.90 AAPL Buy Sell +9 Apple 2022-03-25 174.72 AAPL Buy Sell +10 Apple 2022-04-11 165.75 AAPL Sell Buy +11 Apple 2022-04-12 167.66 AAPL Buy Sell +12 Apple 2022-04-28 163.64 AAPL Buy Sell +13 Apple 2022-05-17 149.24 AAPL Buy Sell +14 Apple 2022-05-19 137.35 AAPL Buy Sell diff --git a/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[False-True].txt b/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[False-True].txt index afa202e68c62..ee9017288320 100644 --- a/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[False-True].txt +++ b/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[False-True].txt @@ -1,4 +1,4 @@ - Short Volume Short Exempt Volume Total Volume % of Volume Shorted -Date -2021-12-16 332.436 K 1.825 K 1.259 M 26.40% -2021-12-15 303.636 K 4.163 K 797.638 K 38.07% + Short Volume Short Exempt Volume Total Volume % of Volume Shorted +Date +2021-12-16 332.436 K 1.825 K 1.259 M 26.40% +2021-12-15 303.636 K 4.163 K 797.638 K 38.07% diff --git a/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[True-True].txt b/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[True-True].txt index 02ef3ece3f8c..98f039228bb5 100644 --- a/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[True-True].txt +++ b/tests/openbb_terminal/stocks/dark_pool_shorts/txt/test_quandl_view/test_short_interest[True-True].txt @@ -1,4 +1,4 @@ - Short Volume Short Exempt Volume Total Volume % of Volume Shorted -Date -2021-12-16 46.078 K 61 105.595 K 43.64% -2021-12-15 34.365 K 0 69.756 K 49.26% + Short Volume Short Exempt Volume Total Volume % of Volume Shorted +Date +2021-12-16 46.078 K 61 105.595 K 43.64% +2021-12-15 34.365 K 0 69.756 K 49.26% diff --git a/tests/openbb_terminal/stocks/discovery/csv/test_ark_model/test_add_order_total.csv b/tests/openbb_terminal/stocks/discovery/csv/test_ark_model/test_add_order_total.csv index ed5bf763b52a..26a7e83a3608 100644 --- a/tests/openbb_terminal/stocks/discovery/csv/test_ark_model/test_add_order_total.csv +++ b/tests/openbb_terminal/stocks/discovery/csv/test_ark_model/test_add_order_total.csv @@ -1,3 +1,3 @@ -,date,ticker,direction,volume,open,close,high,low,total,fund,weight,shares -0,2022-08-09,TDOC,Buy,5450500,38.02000045776367,35.40999984741211,38.119998931884766,34.83000183105469,462277.5480079651,ARKW,0.028,13055 -1,2022-08-09,SGFY,Sell,2781300,21.899999618530273,22.5,22.8700008392334,21.860000610351562,9657742.5,ARKK,0.0947,429233 +,date,ticker,direction,volume,open,close,high,low,total,fund,weight,shares +0,2022-08-09,TDOC,Buy,5450500,38.02000045776367,35.40999984741211,38.119998931884766,34.83000183105469,462277.5480079651,ARKW,0.028,13055 +1,2022-08-09,SGFY,Sell,2781300,21.899999618530273,22.5,22.8700008392334,21.860000610351562,9657742.5,ARKK,0.0947,429233 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-balance-sheet].csv b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-balance-sheet].csv index e9776d5dbe62..946ed14da3e5 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-balance-sheet].csv +++ b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-balance-sheet].csv @@ -1,30 +1,30 @@ -Breakdown,2021-12-31,2020-12-31,2019-12-31 -Cash and cash equivalents,9746000.0,8449000.0,39924000.0 -Other short-term investments,84000.0,30000.0,0.0 -Total cash,9830000.0,8479000.0,39924000.0 -Net receivables,9977000.0,8822000.0,5428000.0 -Inventory,3128000.0,3310000.0,1813000.0 -Total current assets,27928000.0,24173000.0,49519000.0 -"Gross property, plant and equipment",10727000.0,10859000.0,8188000.0 -Accumulated depreciation,-5617000.0,-5611000.0,-5226000.0 -"Net property, plant and equipment",5110000.0,5248000.0,2962000.0 -Equity and other investments,277000.0,293000.0,93000.0 -Goodwill,32379000.0,33124000.0,15604000.0 -Intangible assets,75951000.0,82876000.0,18649000.0 -Other long-term assets,4884000.0,4851000.0,2288000.0 -Total non-current assets,118601000.0,126392000.0,39596000.0 -Total assets,146529000.0,150565000.0,89115000.0 -Current debt,12495000.0,8502000.0,3753000.0 -Accounts payable,2882000.0,2276000.0,1452000.0 -Accrued liabilities,17274000.0,15548000.0,8609000.0 -Total current liabilities,35194000.0,28661000.0,15585000.0 -Long-term debt,64189000.0,77554000.0,62975000.0 -Deferred tax liabilities,3009000.0,3646000.0,1130000.0 -Other long-term liabilities,22106000.0,20347000.0,11195000.0 -Total non-current liabilities,95899000.0,108807000.0,81702000.0 -Total liabilities,131093000.0,137468000.0,97287000.0 -Common stock,18000.0,18000.0,18000.0 -Retained earnings,3127000.0,1055000.0,4717000.0 -Accumulated other comprehensive income,-2899000.0,-3117000.0,-3596000.0 -Total stockholders' equity,15408000.0,13076000.0,-8172000.0 -Total liabilities and stockholders' equity,146529000.0,150565000.0,89115000.0 +Breakdown,2021-12-31,2020-12-31,2019-12-31 +Cash and cash equivalents,9746000.0,8449000.0,39924000.0 +Other short-term investments,84000.0,30000.0,0.0 +Total cash,9830000.0,8479000.0,39924000.0 +Net receivables,9977000.0,8822000.0,5428000.0 +Inventory,3128000.0,3310000.0,1813000.0 +Total current assets,27928000.0,24173000.0,49519000.0 +"Gross property, plant and equipment",10727000.0,10859000.0,8188000.0 +Accumulated depreciation,-5617000.0,-5611000.0,-5226000.0 +"Net property, plant and equipment",5110000.0,5248000.0,2962000.0 +Equity and other investments,277000.0,293000.0,93000.0 +Goodwill,32379000.0,33124000.0,15604000.0 +Intangible assets,75951000.0,82876000.0,18649000.0 +Other long-term assets,4884000.0,4851000.0,2288000.0 +Total non-current assets,118601000.0,126392000.0,39596000.0 +Total assets,146529000.0,150565000.0,89115000.0 +Current debt,12495000.0,8502000.0,3753000.0 +Accounts payable,2882000.0,2276000.0,1452000.0 +Accrued liabilities,17274000.0,15548000.0,8609000.0 +Total current liabilities,35194000.0,28661000.0,15585000.0 +Long-term debt,64189000.0,77554000.0,62975000.0 +Deferred tax liabilities,3009000.0,3646000.0,1130000.0 +Other long-term liabilities,22106000.0,20347000.0,11195000.0 +Total non-current liabilities,95899000.0,108807000.0,81702000.0 +Total liabilities,131093000.0,137468000.0,97287000.0 +Common stock,18000.0,18000.0,18000.0 +Retained earnings,3127000.0,1055000.0,4717000.0 +Accumulated other comprehensive income,-2899000.0,-3117000.0,-3596000.0 +Total stockholders' equity,15408000.0,13076000.0,-8172000.0 +Total liabilities and stockholders' equity,146529000.0,150565000.0,89115000.0 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-cash-flow].csv b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-cash-flow].csv index 7b1549bd4515..cf02e8d13b1f 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-cash-flow].csv +++ b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-cash-flow].csv @@ -1,29 +1,29 @@ -Breakdown,ttm,2021-12-31,2020-12-31,2019-12-31 -Net income,13407000.0,11542000.0,4616000.0,7882000.0 -Depreciation & amortisation,8289000.0,8521000.0,6471000.0,2017000.0 -Deferred income taxes,-2160000.0,-898000.0,-2325000.0, -Stock-based compensation,668000.0,692000.0,753000.0,430000.0 -Change in working capital,-2185000.0,-1322000.0,106000.0,-1329000.0 -Accounts receivable,-1788000.0,-1321000.0,-929000.0,-74000.0 -Inventory,-628000.0,-142000.0,-40000.0,-231000.0 -Accounts payable,504000.0,1628000.0,1514000.0,-1121000.0 -Other working capital,21921000.0,21990000.0,16790000.0,12772000.0 -Other non-cash items,1772000.0,4303000.0,7961000.0,3624000.0 -Net cash provided by operating activities,22590000.0,22777000.0,17588000.0,13324000.0 -"Investments in property, plant and equipment",-669000.0,-787000.0,-798000.0,-552000.0 -"Acquisitions, net",-1559000.0,-1902000.0,-39610000.0,-1135000.0 -Purchases of investments,-1474000.0,-119000.0,-61000.0,-583000.0 -Sales/maturities of investments,1470000.0,98000.0,1525000.0,2699000.0 -Other investing activities,912000.0,366000.0,1387000.0,167000.0 -Net cash used for investing activities,-1320000.0,-2344000.0,-37557000.0,596000.0 -Debt repayment,-11334000.0,-9414000.0,-5683000.0,-5235000.0 -Common stock repurchased,-1614000.0,-934000.0,-978000.0,-629000.0 -Dividends paid,-9851000.0,-9261000.0,-7716000.0,-6366000.0 -Other financing activities,-992000.0,-674000.0,-333000.0,-552000.0 -Net cash used provided by (used for) financing activities,-21507000.0,-19039000.0,-11501000.0,18708000.0 -Net change in cash,-350000.0,1297000.0,-31475000.0,32635000.0 -Cash at beginning of period,12182000.0,8449000.0,39924000.0,7289000.0 -Cash at end of period,11945000.0,9746000.0,8449000.0,39924000.0 -Operating cash flow,22590000.0,22777000.0,17588000.0,13324000.0 -Capital expenditure,-669000.0,-787000.0,-798000.0,-552000.0 -Free cash flow,21921000.0,21990000.0,16790000.0,12772000.0 +Breakdown,ttm,2021-12-31,2020-12-31,2019-12-31 +Net income,13407000.0,11542000.0,4616000.0,7882000.0 +Depreciation & amortisation,8289000.0,8521000.0,6471000.0,2017000.0 +Deferred income taxes,-2160000.0,-898000.0,-2325000.0, +Stock-based compensation,668000.0,692000.0,753000.0,430000.0 +Change in working capital,-2185000.0,-1322000.0,106000.0,-1329000.0 +Accounts receivable,-1788000.0,-1321000.0,-929000.0,-74000.0 +Inventory,-628000.0,-142000.0,-40000.0,-231000.0 +Accounts payable,504000.0,1628000.0,1514000.0,-1121000.0 +Other working capital,21921000.0,21990000.0,16790000.0,12772000.0 +Other non-cash items,1772000.0,4303000.0,7961000.0,3624000.0 +Net cash provided by operating activities,22590000.0,22777000.0,17588000.0,13324000.0 +"Investments in property, plant and equipment",-669000.0,-787000.0,-798000.0,-552000.0 +"Acquisitions, net",-1559000.0,-1902000.0,-39610000.0,-1135000.0 +Purchases of investments,-1474000.0,-119000.0,-61000.0,-583000.0 +Sales/maturities of investments,1470000.0,98000.0,1525000.0,2699000.0 +Other investing activities,912000.0,366000.0,1387000.0,167000.0 +Net cash used for investing activities,-1320000.0,-2344000.0,-37557000.0,596000.0 +Debt repayment,-11334000.0,-9414000.0,-5683000.0,-5235000.0 +Common stock repurchased,-1614000.0,-934000.0,-978000.0,-629000.0 +Dividends paid,-9851000.0,-9261000.0,-7716000.0,-6366000.0 +Other financing activities,-992000.0,-674000.0,-333000.0,-552000.0 +Net cash used provided by (used for) financing activities,-21507000.0,-19039000.0,-11501000.0,18708000.0 +Net change in cash,-350000.0,1297000.0,-31475000.0,32635000.0 +Cash at beginning of period,12182000.0,8449000.0,39924000.0,7289000.0 +Cash at end of period,11945000.0,9746000.0,8449000.0,39924000.0 +Operating cash flow,22590000.0,22777000.0,17588000.0,13324000.0 +Capital expenditure,-669000.0,-787000.0,-798000.0,-552000.0 +Free cash flow,21921000.0,21990000.0,16790000.0,12772000.0 diff --git a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-financials].csv b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-financials].csv index e35b58ed2fa1..901dfa0b78f4 100644 --- a/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-financials].csv +++ b/tests/openbb_terminal/stocks/fundamental_analysis/csv/test_yahoo_finance_model/test_get_financials[ABBV-financials].csv @@ -1,20 +1,20 @@ -Breakdown,ttm,2021-12-31,2020-12-31,2019-12-31 -Total revenue,57819000.0,56197000.0,45804000.0,33266000.0 -Cost of revenue,17564000.0,17446000.0,15387000.0,7439000.0 -Gross profit,40255000.0,38751000.0,30417000.0,25827000.0 -Research development,6709000.0,7084000.0,6557000.0,6407000.0 -Selling general and administrative,15103000.0,12349000.0,11299000.0,6942000.0 -Total operating expenses,21869000.0,19865000.0,17856000.0,12459000.0 -Operating income or loss,18386000.0,18886000.0,12561000.0,13368000.0 -Interest expense,2244000.0,2423000.0,2454000.0,1784000.0 -Total other income/expenses net,-1464000.0,-3513000.0,-6883000.0,-3433000.0 -Income before tax,14783000.0,12989000.0,3398000.0,8426000.0 -Income tax expense,1365000.0,1440000.0,-1224000.0,544000.0 -Income from continuing operations,13418000.0,11549000.0,4622000.0,7882000.0 -Net income,13407000.0,11542000.0,4616000.0,7882000.0 -Net income available to common shareholders,13343000.0,11468000.0,4556000.0,7842000.0 -Basic EPS,,6.53,2.62,5.33 -Diluted EPS,,6.45,2.62,5.28 -Basic average shares,,1768338.0,1765133.0,1478911.0 -Diluted average shares,,1777000.0,1765133.0,1484000.0 -EBITDA,,23933000.0,12323000.0,12227000.0 +Breakdown,ttm,2021-12-31,2020-12-31,2019-12-31 +Total revenue,57819000.0,56197000.0,45804000.0,33266000.0 +Cost of revenue,17564000.0,17446000.0,15387000.0,7439000.0 +Gross profit,40255000.0,38751000.0,30417000.0,25827000.0 +Research development,6709000.0,7084000.0,6557000.0,6407000.0 +Selling general and administrative,15103000.0,12349000.0,11299000.0,6942000.0 +Total operating expenses,21869000.0,19865000.0,17856000.0,12459000.0 +Operating income or loss,18386000.0,18886000.0,12561000.0,13368000.0 +Interest expense,2244000.0,2423000.0,2454000.0,1784000.0 +Total other income/expenses net,-1464000.0,-3513000.0,-6883000.0,-3433000.0 +Income before tax,14783000.0,12989000.0,3398000.0,8426000.0 +Income tax expense,1365000.0,1440000.0,-1224000.0,544000.0 +Income from continuing operations,13418000.0,11549000.0,4622000.0,7882000.0 +Net income,13407000.0,11542000.0,4616000.0,7882000.0 +Net income available to common shareholders,13343000.0,11468000.0,4556000.0,7842000.0 +Basic EPS,,6.53,2.62,5.33 +Diluted EPS,,6.45,2.62,5.28 +Basic average shares,,1768338.0,1765133.0,1478911.0 +Diluted average shares,,1777000.0,1765133.0,1484000.0 +EBITDA,,23933000.0,12323000.0,12227000.0 diff --git a/tests/openbb_terminal/stocks/options/txt/test_tradier_view/test_display_historical.txt b/tests/openbb_terminal/stocks/options/txt/test_tradier_view/test_display_historical.txt index 01cbf3da2610..5a78bb0e5c47 100644 --- a/tests/openbb_terminal/stocks/options/txt/test_tradier_view/test_display_historical.txt +++ b/tests/openbb_terminal/stocks/options/txt/test_tradier_view/test_display_historical.txt @@ -4,4 +4,3 @@ date 2023-01-04 54.19 54.19 53.25 53.25 5 2023-01-05 55.05 55.05 54.80 54.80 2 2023-01-06 51.61 51.61 51.61 51.61 3 - diff --git a/tests/openbb_terminal/stocks/screener/csv/test_ark_model/test_get_ark_trades_by_ticker.csv b/tests/openbb_terminal/stocks/screener/csv/test_ark_model/test_get_ark_trades_by_ticker.csv index b226decd9824..55e3258649dd 100644 --- a/tests/openbb_terminal/stocks/screener/csv/test_ark_model/test_get_ark_trades_by_ticker.csv +++ b/tests/openbb_terminal/stocks/screener/csv/test_ark_model/test_get_ark_trades_by_ticker.csv @@ -1,101 +1,101 @@ -Date,ticker,shares,weight,fund,direction,everything.profile.companyName,Close,Total -2023-01-23,TSLA,13243,0.0273,ARKK,Buy,"Tesla, Inc.",, -2023-01-18,TSLA,17536,0.2643,ARKQ,Buy,"Tesla, Inc.",128.77999877929688,2258286.05859375 -2023-01-18,TSLA,32447,0.0613,ARKK,Buy,"Tesla, Inc.",128.77999877929688,4178524.6203918457 -2023-01-13,TSLA,168989,0.2996,ARKK,Buy,"Tesla, Inc.",122.4000015258789,20684253.85785675 -2023-01-11,TSLA,69060,0.1318,ARKK,Buy,"Tesla, Inc.",123.22000122070312,8509573.284301758 -2023-01-11,TSLA,22463,0.3288,ARKQ,Buy,"Tesla, Inc.",123.22000122070312,2767890.8874206543 -2023-01-10,TSLA,25417,0.3621,ARKQ,Buy,"Tesla, Inc.",118.8499984741211,3020810.411216736 -2023-01-10,TSLA,75565,0.1424,ARKK,Buy,"Tesla, Inc.",118.8499984741211,8980900.13469696 -2023-01-06,TSLA,24506,0.0465,ARKK,Buy,"Tesla, Inc.",113.05999755859375,2770648.3001708984 -2023-01-06,TSLA,33538,0.4804,ARKQ,Buy,"Tesla, Inc.",113.05999755859375,3791806.198120117 -2023-01-03,TSLA,144776,0.2609,ARKK,Buy,"Tesla, Inc.",108.0999984741211,15650285.379089355 -2023-01-03,TSLA,31336,0.427,ARKQ,Buy,"Tesla, Inc.",108.0999984741211,3387421.5521850586 -2022-12-29,TSLA,22514,0.0473,ARKK,Buy,"Tesla, Inc.",121.81999969482422,2742655.4731292725 -2022-12-28,TSLA,17960,0.0345,ARKK,Buy,"Tesla, Inc.",112.70999908447266,2024271.583557129 -2022-12-27,TSLA,25147,0.0462,ARKK,Buy,"Tesla, Inc.",109.0999984741211,2743537.661628723 -2022-12-21,TSLA,9952,0.0217,ARKK,Buy,"Tesla, Inc.",137.57000732421875,1369096.712890625 -2022-12-20,TSLA,19125,0.0421,ARKK,Buy,"Tesla, Inc.",137.8000030517578,2635425.058364868 -2022-12-19,TSLA,27494,0.4942,ARKQ,Buy,"Tesla, Inc.",149.8699951171875,4120525.645751953 -2022-12-16,TSLA,31018,0.069,ARKK,Buy,"Tesla, Inc.",150.22999572753906,4659834.007476807 -2022-12-15,TSLA,500,0.0091,ARKQ,Buy,"Tesla, Inc.",157.6699981689453,78834.99908447266 -2022-12-15,TSLA,5962,0.0132,ARKK,Buy,"Tesla, Inc.",157.6699981689453,940028.529083252 -2022-12-14,TSLA,10066,0.1817,ARKQ,Buy,"Tesla, Inc.",156.8000030517578,1578348.8307189941 -2022-12-14,TSLA,3259,0.0467,ARKW,Buy,"Tesla, Inc.",156.8000030517578,511011.2099456787 -2022-12-14,TSLA,61537,0.1375,ARKK,Buy,"Tesla, Inc.",156.8000030517578,9649001.78779602 -2022-11-15,TSLA,4000,0.0844,ARKQ,Buy,"Tesla, Inc.",194.4199981689453,777679.9926757812 -2022-11-09,TSLA,2909,0.0496,ARKW,Buy,"Tesla, Inc.",177.58999633789062,516609.2993469238 -2022-11-09,TSLA,9173,0.1925,ARKQ,Buy,"Tesla, Inc.",177.58999633789062,1629033.0364074707 -2022-11-09,TSLA,27594,0.0761,ARKK,Buy,"Tesla, Inc.",177.58999633789062,4900418.358947754 -2022-10-03,TSLA,108380,0.3535,ARKK,Buy,"Tesla, Inc.",242.39999389648438,26271311.338500977 -2022-10-03,TSLA,23833,0.4963,ARKW,Buy,"Tesla, Inc.",242.39999389648438,5777119.054534912 -2022-09-01,TSLA,19193,0.3872,ARKW,Sell,"Tesla, Inc.",277.1600036621094,5319531.950286865 -2022-09-01,TSLA,16168,0.3969,ARKQ,Sell,"Tesla, Inc.",277.1600036621094,4481122.939208984 -2022-09-01,TSLA,115168,0.3935,ARKK,Sell,"Tesla, Inc.",277.1600036621094,31919963.301757812 -2022-08-17,TSLA,898,0.0479,ARKW,Sell,"Tesla, Inc.",303.9966735839844,272989.01287841797 -2022-07-29,TSLA,32401,0.2932,ARKK,Sell,"Tesla, Inc.",297.1499938964844,9627956.95223999 -2022-06-16,TSLA,5174,0.3013,ARKQ,Buy,"Tesla, Inc.",213.10000610351562,1102579.4315795898 -2022-06-14,TSLA,300,0.0174,ARKQ,Buy,"Tesla, Inc.",220.88999938964844,66266.99981689453 -2022-06-13,TSLA,2800,0.1576,ARKQ,Buy,"Tesla, Inc.",215.73666381835938,604062.6586914062 -2022-06-08,TSLA,1358,0.0639,ARKW,Buy,"Tesla, Inc.",241.86666870117188,328454.9360961914 -2022-06-08,TSLA,1804,0.1074,ARKQ,Buy,"Tesla, Inc.",241.86666870117188,436327.47033691406 -2022-06-07,TSLA,1107,0.0503,ARKW,Buy,"Tesla, Inc.",238.8866729736328,264447.5469818115 -2022-06-07,TSLA,1893,0.1073,ARKQ,Buy,"Tesla, Inc.",238.8866729736328,452212.4719390869 -2022-06-06,TSLA,4704,0.2726,ARKQ,Buy,"Tesla, Inc.",238.27999877929688,1120869.1142578125 -2022-06-06,TSLA,2996,0.1408,ARKW,Buy,"Tesla, Inc.",238.27999877929688,713886.8763427734 -2022-05-31,TSLA,1580,0.0131,ARKK,Buy,"Tesla, Inc.",252.75332641601562,399350.2557373047 -2022-05-31,TSLA,141,0.0067,ARKW,Buy,"Tesla, Inc.",252.75332641601562,35638.2190246582 -2022-05-25,TSLA,1130,0.0093,ARKK,Buy,"Tesla, Inc.",219.60000610351562,248148.00689697266 -2022-05-25,TSLA,213,0.0101,ARKW,Buy,"Tesla, Inc.",219.60000610351562,46774.80130004883 -2022-05-24,TSLA,22209,0.1675,ARKK,Buy,"Tesla, Inc.",209.3866729736328,4650268.620071411 -2022-05-24,TSLA,3872,0.1681,ARKW,Buy,"Tesla, Inc.",209.3866729736328,810745.1977539062 -2022-05-23,TSLA,15858,0.1247,ARKK,Buy,"Tesla, Inc.",224.96665954589844,3567521.2870788574 -2022-05-09,TSLA,25892,1.2597,ARKW,Sell,"Tesla, Inc.",262.3699951171875,6793283.913574219 -2022-05-09,TSLA,15862,0.1429,ARKK,Sell,"Tesla, Inc.",262.3699951171875,4161712.862548828 -2022-05-05,TSLA,26131,0.2354,ARKK,Sell,"Tesla, Inc.",291.09332275390625,7606559.616882324 -2022-05-02,TSLA,7146,0.3559,ARKW,Sell,"Tesla, Inc.",300.9800109863281,2150803.158508301 -2022-04-28,TSLA,10035,0.0942,ARKK,Sell,"Tesla, Inc.",292.5033264160156,2935270.880584717 -2022-04-25,TSLA,1443,0.0754,ARKW,Sell,"Tesla, Inc.",332.67333984375,480047.62939453125 -2022-04-25,TSLA,6852,0.0716,ARKK,Sell,"Tesla, Inc.",332.67333984375,2279477.724609375 -2022-04-21,TSLA,11447,0.5631,ARKW,Sell,"Tesla, Inc.",336.260009765625,3849168.3317871094 -2022-04-21,TSLA,14169,0.9557,ARKQ,Sell,"Tesla, Inc.",336.260009765625,4764468.078369141 -2022-04-21,TSLA,67544,0.6606,ARKK,Sell,"Tesla, Inc.",336.260009765625,22712346.099609375 -2022-04-20,TSLA,67884,0.6223,ARKK,Sell,"Tesla, Inc.",325.73333740234375,22112081.876220703 -2022-03-31,TSLA,6111,0.3956,ARKQ,Sell,"Tesla, Inc.",359.20001220703125,2195071.274597168 -2022-03-31,TSLA,9016,0.3942,ARKW,Sell,"Tesla, Inc.",359.20001220703125,3238547.3100585938 -2022-03-31,TSLA,22424,0.1941,ARKK,Sell,"Tesla, Inc.",359.20001220703125,8054701.073730469 -2022-03-30,TSLA,2978,0.1258,ARKW,Sell,"Tesla, Inc.",364.663330078125,1085967.3969726562 -2022-03-29,TSLA,8720,0.3904,ARKW,Sell,"Tesla, Inc.",366.5233459472656,3196083.5766601562 -2022-03-29,TSLA,43615,0.3912,ARKK,Sell,"Tesla, Inc.",366.5233459472656,15985915.73348999 -2022-03-25,TSLA,117857,0.9545,ARKK,Sell,"Tesla, Inc.",336.8800048828125,39703666.73547363 -2022-03-25,TSLA,16429,0.9898,ARKQ,Sell,"Tesla, Inc.",336.8800048828125,5534601.600219727 -2022-03-25,TSLA,11691,0.4817,ARKW,Sell,"Tesla, Inc.",336.8800048828125,3938464.137084961 -2022-02-25,TSLA,3927,0.2059,ARKQ,Buy,"Tesla, Inc.",269.9566650390625,1060119.8236083984 -2022-02-24,TSLA,6516,0.2152,ARKW,Buy,"Tesla, Inc.",266.92333984375,1739272.482421875 -2022-02-24,TSLA,3792,0.1856,ARKQ,Buy,"Tesla, Inc.",266.92333984375,1012173.3046875 -2022-02-24,TSLA,20829,0.144,ARKK,Buy,"Tesla, Inc.",266.92333984375,5559746.245605469 -2022-02-22,TSLA,3100,0.1637,ARKQ,Buy,"Tesla, Inc.",273.84332275390625,848914.3005371094 -2022-02-22,TSLA,17045,0.1284,ARKK,Buy,"Tesla, Inc.",273.84332275390625,4667659.436340332 -2022-02-22,TSLA,4221,0.1498,ARKW,Buy,"Tesla, Inc.",273.84332275390625,1155892.6653442383 -2022-02-17,TSLA,1252,0.0663,ARKQ,Buy,"Tesla, Inc.",292.1166687011719,365730.0692138672 -2022-02-07,TSLA,23992,0.1825,ARKK,Buy,"Tesla, Inc.",302.4466552734375,7256300.1533203125 -2022-02-04,TSLA,764,0.0058,ARKK,Buy,"Tesla, Inc.",307.7733459472656,235138.83630371094 -2022-02-02,TSLA,1931,0.0132,ARKK,Buy,"Tesla, Inc.",301.88665771484375,582943.1360473633 -2022-02-01,TSLA,7132,0.0502,ARKK,Buy,"Tesla, Inc.",310.4166564941406,2213891.594116211 -2022-01-31,TSLA,14568,0.535,ARKW,Buy,"Tesla, Inc.",312.239990234375,4548712.177734375 -2022-01-31,TSLA,27556,0.2193,ARKK,Buy,"Tesla, Inc.",312.239990234375,8604085.170898438 -2022-01-27,TSLA,27799,0.1986,ARKK,Buy,"Tesla, Inc.",276.3666687011719,7682717.023223877 -2022-01-27,TSLA,5683,0.1909,ARKW,Buy,"Tesla, Inc.",276.3666687011719,1570591.7782287598 -2022-01-14,TSLA,3201,0.1062,ARKW,Sell,"Tesla, Inc.",349.8699951171875,1119933.8543701172 -2022-01-14,TSLA,23398,0.1781,ARKK,Sell,"Tesla, Inc.",349.8699951171875,8186258.145751953 -2022-01-13,TSLA,16118,0.5245,ARKW,Sell,"Tesla, Inc.",343.85333251953125,5542228.013549805 -2022-01-13,TSLA,71638,0.5238,ARKK,Sell,"Tesla, Inc.",343.85333251953125,24632965.03503418 -2022-01-12,TSLA,2656,0.0199,ARKK,Sell,"Tesla, Inc.",368.739990234375,979373.4140625 -2022-01-07,TSLA,11496,0.3417,ARKW,Sell,"Tesla, Inc.",342.32000732421875,3935310.8041992188 -2022-01-06,TSLA,4620,0.1415,ARKW,Sell,"Tesla, Inc.",354.8999938964844,1639637.9718017578 -2022-01-05,TSLA,19212,0.5855,ARKW,Sell,"Tesla, Inc.",362.7066650390625,6968320.448730469 -2022-01-04,TSLA,16558,0.4926,ARKW,Sell,"Tesla, Inc.",383.1966552734375,6344970.218017578 -2022-01-04,TSLA,27574,0.1993,ARKK,Sell,"Tesla, Inc.",383.1966552734375,10566264.572509766 -2022-01-03,TSLA,11101,0.609,ARKQ,Sell,"Tesla, Inc.",399.9266662597656,4439585.922149658 -2022-01-03,TSLA,28161,0.8627,ARKW,Sell,"Tesla, Inc.",399.9266662597656,11262334.84854126 -2021-12-30,TSLA,23942,0.1622,ARKK,Sell,"Tesla, Inc.",356.7799987792969,8542026.730773926 +Date,ticker,shares,weight,fund,direction,everything.profile.companyName,Close,Total +2023-01-23,TSLA,13243,0.0273,ARKK,Buy,"Tesla, Inc.",, +2023-01-18,TSLA,17536,0.2643,ARKQ,Buy,"Tesla, Inc.",128.77999877929688,2258286.05859375 +2023-01-18,TSLA,32447,0.0613,ARKK,Buy,"Tesla, Inc.",128.77999877929688,4178524.6203918457 +2023-01-13,TSLA,168989,0.2996,ARKK,Buy,"Tesla, Inc.",122.4000015258789,20684253.85785675 +2023-01-11,TSLA,69060,0.1318,ARKK,Buy,"Tesla, Inc.",123.22000122070312,8509573.284301758 +2023-01-11,TSLA,22463,0.3288,ARKQ,Buy,"Tesla, Inc.",123.22000122070312,2767890.8874206543 +2023-01-10,TSLA,25417,0.3621,ARKQ,Buy,"Tesla, Inc.",118.8499984741211,3020810.411216736 +2023-01-10,TSLA,75565,0.1424,ARKK,Buy,"Tesla, Inc.",118.8499984741211,8980900.13469696 +2023-01-06,TSLA,24506,0.0465,ARKK,Buy,"Tesla, Inc.",113.05999755859375,2770648.3001708984 +2023-01-06,TSLA,33538,0.4804,ARKQ,Buy,"Tesla, Inc.",113.05999755859375,3791806.198120117 +2023-01-03,TSLA,144776,0.2609,ARKK,Buy,"Tesla, Inc.",108.0999984741211,15650285.379089355 +2023-01-03,TSLA,31336,0.427,ARKQ,Buy,"Tesla, Inc.",108.0999984741211,3387421.5521850586 +2022-12-29,TSLA,22514,0.0473,ARKK,Buy,"Tesla, Inc.",121.81999969482422,2742655.4731292725 +2022-12-28,TSLA,17960,0.0345,ARKK,Buy,"Tesla, Inc.",112.70999908447266,2024271.583557129 +2022-12-27,TSLA,25147,0.0462,ARKK,Buy,"Tesla, Inc.",109.0999984741211,2743537.661628723 +2022-12-21,TSLA,9952,0.0217,ARKK,Buy,"Tesla, Inc.",137.57000732421875,1369096.712890625 +2022-12-20,TSLA,19125,0.0421,ARKK,Buy,"Tesla, Inc.",137.8000030517578,2635425.058364868 +2022-12-19,TSLA,27494,0.4942,ARKQ,Buy,"Tesla, Inc.",149.8699951171875,4120525.645751953 +2022-12-16,TSLA,31018,0.069,ARKK,Buy,"Tesla, Inc.",150.22999572753906,4659834.007476807 +2022-12-15,TSLA,500,0.0091,ARKQ,Buy,"Tesla, Inc.",157.6699981689453,78834.99908447266 +2022-12-15,TSLA,5962,0.0132,ARKK,Buy,"Tesla, Inc.",157.6699981689453,940028.529083252 +2022-12-14,TSLA,10066,0.1817,ARKQ,Buy,"Tesla, Inc.",156.8000030517578,1578348.8307189941 +2022-12-14,TSLA,3259,0.0467,ARKW,Buy,"Tesla, Inc.",156.8000030517578,511011.2099456787 +2022-12-14,TSLA,61537,0.1375,ARKK,Buy,"Tesla, Inc.",156.8000030517578,9649001.78779602 +2022-11-15,TSLA,4000,0.0844,ARKQ,Buy,"Tesla, Inc.",194.4199981689453,777679.9926757812 +2022-11-09,TSLA,2909,0.0496,ARKW,Buy,"Tesla, Inc.",177.58999633789062,516609.2993469238 +2022-11-09,TSLA,9173,0.1925,ARKQ,Buy,"Tesla, Inc.",177.58999633789062,1629033.0364074707 +2022-11-09,TSLA,27594,0.0761,ARKK,Buy,"Tesla, Inc.",177.58999633789062,4900418.358947754 +2022-10-03,TSLA,108380,0.3535,ARKK,Buy,"Tesla, Inc.",242.39999389648438,26271311.338500977 +2022-10-03,TSLA,23833,0.4963,ARKW,Buy,"Tesla, Inc.",242.39999389648438,5777119.054534912 +2022-09-01,TSLA,19193,0.3872,ARKW,Sell,"Tesla, Inc.",277.1600036621094,5319531.950286865 +2022-09-01,TSLA,16168,0.3969,ARKQ,Sell,"Tesla, Inc.",277.1600036621094,4481122.939208984 +2022-09-01,TSLA,115168,0.3935,ARKK,Sell,"Tesla, Inc.",277.1600036621094,31919963.301757812 +2022-08-17,TSLA,898,0.0479,ARKW,Sell,"Tesla, Inc.",303.9966735839844,272989.01287841797 +2022-07-29,TSLA,32401,0.2932,ARKK,Sell,"Tesla, Inc.",297.1499938964844,9627956.95223999 +2022-06-16,TSLA,5174,0.3013,ARKQ,Buy,"Tesla, Inc.",213.10000610351562,1102579.4315795898 +2022-06-14,TSLA,300,0.0174,ARKQ,Buy,"Tesla, Inc.",220.88999938964844,66266.99981689453 +2022-06-13,TSLA,2800,0.1576,ARKQ,Buy,"Tesla, Inc.",215.73666381835938,604062.6586914062 +2022-06-08,TSLA,1358,0.0639,ARKW,Buy,"Tesla, Inc.",241.86666870117188,328454.9360961914 +2022-06-08,TSLA,1804,0.1074,ARKQ,Buy,"Tesla, Inc.",241.86666870117188,436327.47033691406 +2022-06-07,TSLA,1107,0.0503,ARKW,Buy,"Tesla, Inc.",238.8866729736328,264447.5469818115 +2022-06-07,TSLA,1893,0.1073,ARKQ,Buy,"Tesla, Inc.",238.8866729736328,452212.4719390869 +2022-06-06,TSLA,4704,0.2726,ARKQ,Buy,"Tesla, Inc.",238.27999877929688,1120869.1142578125 +2022-06-06,TSLA,2996,0.1408,ARKW,Buy,"Tesla, Inc.",238.27999877929688,713886.8763427734 +2022-05-31,TSLA,1580,0.0131,ARKK,Buy,"Tesla, Inc.",252.75332641601562,399350.2557373047 +2022-05-31,TSLA,141,0.0067,ARKW,Buy,"Tesla, Inc.",252.75332641601562,35638.2190246582 +2022-05-25,TSLA,1130,0.0093,ARKK,Buy,"Tesla, Inc.",219.60000610351562,248148.00689697266 +2022-05-25,TSLA,213,0.0101,ARKW,Buy,"Tesla, Inc.",219.60000610351562,46774.80130004883 +2022-05-24,TSLA,22209,0.1675,ARKK,Buy,"Tesla, Inc.",209.3866729736328,4650268.620071411 +2022-05-24,TSLA,3872,0.1681,ARKW,Buy,"Tesla, Inc.",209.3866729736328,810745.1977539062 +2022-05-23,TSLA,15858,0.1247,ARKK,Buy,"Tesla, Inc.",224.96665954589844,3567521.2870788574 +2022-05-09,TSLA,25892,1.2597,ARKW,Sell,"Tesla, Inc.",262.3699951171875,6793283.913574219 +2022-05-09,TSLA,15862,0.1429,ARKK,Sell,"Tesla, Inc.",262.3699951171875,4161712.862548828 +2022-05-05,TSLA,26131,0.2354,ARKK,Sell,"Tesla, Inc.",291.09332275390625,7606559.616882324 +2022-05-02,TSLA,7146,0.3559,ARKW,Sell,"Tesla, Inc.",300.9800109863281,2150803.158508301 +2022-04-28,TSLA,10035,0.0942,ARKK,Sell,"Tesla, Inc.",292.5033264160156,2935270.880584717 +2022-04-25,TSLA,1443,0.0754,ARKW,Sell,"Tesla, Inc.",332.67333984375,480047.62939453125 +2022-04-25,TSLA,6852,0.0716,ARKK,Sell,"Tesla, Inc.",332.67333984375,2279477.724609375 +2022-04-21,TSLA,11447,0.5631,ARKW,Sell,"Tesla, Inc.",336.260009765625,3849168.3317871094 +2022-04-21,TSLA,14169,0.9557,ARKQ,Sell,"Tesla, Inc.",336.260009765625,4764468.078369141 +2022-04-21,TSLA,67544,0.6606,ARKK,Sell,"Tesla, Inc.",336.260009765625,22712346.099609375 +2022-04-20,TSLA,67884,0.6223,ARKK,Sell,"Tesla, Inc.",325.73333740234375,22112081.876220703 +2022-03-31,TSLA,6111,0.3956,ARKQ,Sell,"Tesla, Inc.",359.20001220703125,2195071.274597168 +2022-03-31,TSLA,9016,0.3942,ARKW,Sell,"Tesla, Inc.",359.20001220703125,3238547.3100585938 +2022-03-31,TSLA,22424,0.1941,ARKK,Sell,"Tesla, Inc.",359.20001220703125,8054701.073730469 +2022-03-30,TSLA,2978,0.1258,ARKW,Sell,"Tesla, Inc.",364.663330078125,1085967.3969726562 +2022-03-29,TSLA,8720,0.3904,ARKW,Sell,"Tesla, Inc.",366.5233459472656,3196083.5766601562 +2022-03-29,TSLA,43615,0.3912,ARKK,Sell,"Tesla, Inc.",366.5233459472656,15985915.73348999 +2022-03-25,TSLA,117857,0.9545,ARKK,Sell,"Tesla, Inc.",336.8800048828125,39703666.73547363 +2022-03-25,TSLA,16429,0.9898,ARKQ,Sell,"Tesla, Inc.",336.8800048828125,5534601.600219727 +2022-03-25,TSLA,11691,0.4817,ARKW,Sell,"Tesla, Inc.",336.8800048828125,3938464.137084961 +2022-02-25,TSLA,3927,0.2059,ARKQ,Buy,"Tesla, Inc.",269.9566650390625,1060119.8236083984 +2022-02-24,TSLA,6516,0.2152,ARKW,Buy,"Tesla, Inc.",266.92333984375,1739272.482421875 +2022-02-24,TSLA,3792,0.1856,ARKQ,Buy,"Tesla, Inc.",266.92333984375,1012173.3046875 +2022-02-24,TSLA,20829,0.144,ARKK,Buy,"Tesla, Inc.",266.92333984375,5559746.245605469 +2022-02-22,TSLA,3100,0.1637,ARKQ,Buy,"Tesla, Inc.",273.84332275390625,848914.3005371094 +2022-02-22,TSLA,17045,0.1284,ARKK,Buy,"Tesla, Inc.",273.84332275390625,4667659.436340332 +2022-02-22,TSLA,4221,0.1498,ARKW,Buy,"Tesla, Inc.",273.84332275390625,1155892.6653442383 +2022-02-17,TSLA,1252,0.0663,ARKQ,Buy,"Tesla, Inc.",292.1166687011719,365730.0692138672 +2022-02-07,TSLA,23992,0.1825,ARKK,Buy,"Tesla, Inc.",302.4466552734375,7256300.1533203125 +2022-02-04,TSLA,764,0.0058,ARKK,Buy,"Tesla, Inc.",307.7733459472656,235138.83630371094 +2022-02-02,TSLA,1931,0.0132,ARKK,Buy,"Tesla, Inc.",301.88665771484375,582943.1360473633 +2022-02-01,TSLA,7132,0.0502,ARKK,Buy,"Tesla, Inc.",310.4166564941406,2213891.594116211 +2022-01-31,TSLA,14568,0.535,ARKW,Buy,"Tesla, Inc.",312.239990234375,4548712.177734375 +2022-01-31,TSLA,27556,0.2193,ARKK,Buy,"Tesla, Inc.",312.239990234375,8604085.170898438 +2022-01-27,TSLA,27799,0.1986,ARKK,Buy,"Tesla, Inc.",276.3666687011719,7682717.023223877 +2022-01-27,TSLA,5683,0.1909,ARKW,Buy,"Tesla, Inc.",276.3666687011719,1570591.7782287598 +2022-01-14,TSLA,3201,0.1062,ARKW,Sell,"Tesla, Inc.",349.8699951171875,1119933.8543701172 +2022-01-14,TSLA,23398,0.1781,ARKK,Sell,"Tesla, Inc.",349.8699951171875,8186258.145751953 +2022-01-13,TSLA,16118,0.5245,ARKW,Sell,"Tesla, Inc.",343.85333251953125,5542228.013549805 +2022-01-13,TSLA,71638,0.5238,ARKK,Sell,"Tesla, Inc.",343.85333251953125,24632965.03503418 +2022-01-12,TSLA,2656,0.0199,ARKK,Sell,"Tesla, Inc.",368.739990234375,979373.4140625 +2022-01-07,TSLA,11496,0.3417,ARKW,Sell,"Tesla, Inc.",342.32000732421875,3935310.8041992188 +2022-01-06,TSLA,4620,0.1415,ARKW,Sell,"Tesla, Inc.",354.8999938964844,1639637.9718017578 +2022-01-05,TSLA,19212,0.5855,ARKW,Sell,"Tesla, Inc.",362.7066650390625,6968320.448730469 +2022-01-04,TSLA,16558,0.4926,ARKW,Sell,"Tesla, Inc.",383.1966552734375,6344970.218017578 +2022-01-04,TSLA,27574,0.1993,ARKK,Sell,"Tesla, Inc.",383.1966552734375,10566264.572509766 +2022-01-03,TSLA,11101,0.609,ARKQ,Sell,"Tesla, Inc.",399.9266662597656,4439585.922149658 +2022-01-03,TSLA,28161,0.8627,ARKW,Sell,"Tesla, Inc.",399.9266662597656,11262334.84854126 +2021-12-30,TSLA,23942,0.1622,ARKK,Sell,"Tesla, Inc.",356.7799987792969,8542026.730773926