Feature/add etf holding performance

[nectariosouzou]

Description

New terminal command based on #3820. Use loaded ETF ticker to search for current holdings, then find percent change for each stock in fund over specified date. Able to display data in bar chart or table.

etf -> holding_perf

[jmaslek]

Hey, thanks for this! Awesome to see! When I run this command with SPY, I end up getting a 404 error:

2023 Sep 28, 10:43 [jmaslek] 🦋 /etf/ $ holding_perf

Error, Status Code: 404.

Since this loop takes some time, could you add a progress bar? We have a function in rich_helpers.py called optional_rich_track that will do it for you.

Also when we have "Number of holdings to get" is it sorted by holding %?

[deeleeramone]

This is great!! FMP does allow gang-loading of tickers, so that might be a way to get around looping the historical data request. It would be good to know what the limitations are (don't trust their documentation) for multi-ticker historical data. Like, QQQ would work but not SPY, or even lower?

[nectariosouzou]

Hey, thanks for this! Awesome to see! When I run this command with SPY, I end up getting a 404 error:

2023 Sep 28, 10:43 [jmaslek] 🦋 /etf/ $ holding_perf



Error, Status Code: 404.

Since this loop takes some time, could you add a progress bar? We have a function in rich_helpers.py called optional_rich_track that will do it for you.

Also when we have "Number of holdings to get" is it sorted by holding %?

The 404 is caused by the FMP endpoint not finding that specific ticker. I will maybe add some more info for when that occurs.

Thank you for that info, I'll start working to add a progress bar. I'll also to make sure we sort by holding percentage rather than percent change. Makes more sense.

[nectariosouzou]

This is great!! FMP does allow gang-loading of tickers, so that might be a way to get around looping the historical data request. It would be good to know what the limitations are (don't trust their documentation) for multi-ticker historical data. Like, QQQ would work but not SPY, or even lower?

I've been playing around with this. Only allows 5 tickers at a time for, but still worth it to utilize that.

[jmaslek]

Thanks! I just did a super small edit to sort in descending order and then to keep the args --start-date/--end-date

[jmaslek]

Also added to default data sources json