New features since 0.1.0:
- Added event study analysis: an event study is a statistical method
to assess the impact of a particular event on the value of equities
and it is now possible to perform this analysis through the API
alphalens.tears.create_event_study_tear_sheet. Check out the
relative NoteBook in the example folder.
- Added support for group neutral factor analysis (group_neutral
argument): this affects the return analysis that is now able to
compute returns statistics for each group independently and
aggregate them together assuming a portfolio where each group has
equal weight.
- utils.get_clean_factor_and_forward_returns has a new parameter
max_loss that controls how much data the function is allowed to drop
due to not having enough price data or due to binning errors
(pandas.qcut). This gives the users more control on what is
happening and also avoid the function to raise an exception if the
binning doesn't go well on some values.
- Greatly improved API documentation
Alpha Vantage delivers a free API for real time financial data and
most used finance indicators in a simple json or pandas format. This
module implements a python interface to the free API provided by Alpha
Vantage (http://www.alphavantage.co/). It requires a free API key,
which can be requested on http://www.alphavantage.co/support/#api-key.
3.40.0
Add level 3 fields to Transactions:
discount_amount
shipping_amount
ships_from_postal_code
Add support for transaction line items
Add support for tagged evidence in DisputeGateway#add_text_evidence (Beta release)
Update https certificate bundle
Unsorted entries in PLIST files have generated a pkglint warning for at
least 12 years. Somewhat more recently, pkglint has learned to sort
PLIST files automatically. Since pkglint 5.4.23, the sorting is only
done in obvious, simple cases. These have been applied by running:
pkglint -Cnone,PLIST -Wnone,plist-sort -r -F
2.6.19 - 16 December 2017
o Bug 782423 - Help 10.2. Setting Preferences is outdated #105
o Changing text in Help to reflect changes in Preferences dialogs.
o Translation of the german guides metafile
2.6.18 - 24 September 2017
o The Italian Help translation, which uniquely uses a PO file, is
frozen at commit 78cfa76 because of lack of a translator to
maintain it.
o Bug 120940 - Document how automatic decimal points work.
o Begin a Russian translation of the Guide by Dimitry Mangul.
o Some spelling corrections in the German Guide.
2.6.17 - 2 July 2017
o Improve internationalization of the Tutorial and Concepts Guide.
o Bug 781711: Add reversing transaction definition
o Bug 781714: Add Reversing Transaction text for Help document
2.6.16 - 26 March 2017
o Remove section "Changing the Register View" as better handled in Guide
section 4.2
o Bug 755174 - How to handle commission when buying and selling securities
o Bug 769457 - More info re register views
o Bug 774658 - Add warning to delete lot before deleting a cap gain/loss
transaction
o Glossary: Transactions have at least 2 splits
o Bug 777318 - Restructure Business Features Chapters.
o Bug 777287 - add tips on changing reconcile status of all transactions
in reconcile window panes
2.6.15 - 18 December 2016
o Bug 397135 - Hidden Accounts Show in ComboBox.
o Bug 633590 - Add a Reports Chapter to the Tutorial and
Guide.
o Bug 743671 - Add glossary to Tutorial and Guide.
o Bug 755174 - Document using Lots to create investment
capital gains transactions.
o Bug 770371 - Add note to documentation regarding Sort order
options.
o Bug 775592 - General Rewrite of Guide Chapter on Multiple
Currencies.
o Bug 775919 - Change Documentation of contributors
o Update German Translation (Mechtilde Stehmann)
o Fix resolution of screenshots.
Between 2.6.18 and 2.6.19, the following bugfixes were accomplished:
Bug 787497 - Disabling OFX, AqBanking or python-bindings support
cripples the dist build target. (Partial: The requisite files
for AQB and OFX are provided. There remain ways to break the
distribution.)
Bug 789928 - FTBFS with libdbi 0.9.0-5 on Debian
Failed to create file
"/usr/share/glib-2.0/schemas/gschemas.compiled.XY789Y".
Some other fixes not associated with reported bugs:
A better way to handle MySQL's 0000-00-00 invalid date indicator.
Fix python build and test errors on Mac.
Add translator hint comments to C and glade files.
Improve type of bank accounts in SKR03
Stop testing GObject's handling of invalid parameters
braintree 3.39.1
Fix spec to expect PayPal transactions to move to settling rather than settled
Fix AchMandate.acceptedAt attribute parsing
Fix regression for http_strategy.http_do
3.39.0
Add support for upgrading a PayPal future payment refresh token to a billing agreement
Fix braintree.Dispute.search to take a list of search criteria
Add logic to remove deprecation warnings for encodestring and decodestring when used with python 3
Fix spec to expect PayPal transaction to settle immediately after successful capture
Add GrantedPaymentInstrumentUpdate webhook support
Add ability to create a transaction from a shared nonce
Add options -> paypal -> shipping for creating & updating customers as well as creating payment methods
Do not convert to Decimal if amount is None in AuthorizationAdjustement
Add device_data_captured field to risk_data
Add bin_data to payment_method_nonce
1.44 2017-11-07 21:57:57+01:00 Europe/Brussels
* Added currencies for .SA (Brazil) and .TO (Canada/Toronto) markets
* Setup a pause of .7s between queries in AlphaVantage.pm to limit queries
1.43 2017-11-06 23:41:47+01:00 Europe/Brussels
* Added currency for .DE market
* BUGFIX in currency determination regex
1.42 2017-11-06 19:04:25+01:00 Europe/Brussels
* more tests in alphavantage.t
* BUG resolved: removed time from $last_refresh when markets are open
1.41 2017-11-06 16:06:41+01:00 Europe/Brussels
* return symbol for AlphaVantage data
1.39
* added AlphaVantage module (Matthew Patterson)
* some other module changes: yahoojson, Morningstar, Bourso, TSX (not working)
2.6.18 - 24 September 2017
The following bugs are fixed:
Bug 644898 - Calendar of upcoming SXes has various display issues
Bug 647805 - Interdependent report options fail to change state after
using apply for a limited number of times.
Bug 771246 - Set Invoice/Bill items date correctly from imported CSV.
Bug 784284 - unifying "Clear the entry." tooltip on Loan Repayment
Calculator
Bug 787479 - Persian currency symbol is doubled.
Other repairs not marked as bugs in git:
Added Catalan Accounts for the New Account Assistant
Fixed errors from loading init.py.
Run the python bindings tests in a CMake build.
Implement dist, distcheck, and uninstall targets for CMake build.
Updated Translations: Farsi, German, Japanese, Latvian, Serbian, Spanish
Alphalens is a Python Library for performance analysis of predictive
(alpha) stock factors. Alphalens works great with the Zipline open
source backtesting library, and Pyfolio which provides performance and
risk analysis of financial portfolios.
HomeBank is the free software you have always wanted to manage your
personal accounts at home. The main concept is to be light, simple and
very easy to use. It brings you many features that allows you to analyze
your finances in adetailed way instantly and dynamically with powerfull
report tools based on filtering and graphical charts
fecon235 is a free open source project for software tools in financial
economics. It provides code for research notebooks which are
executable scripts capable of statistical computations, as well as,
collection of raw data in real-time. This serves to verify theoretical
ideas and practical methods interactively.
2.11.0 (2017-08-23)
Avoid duplicate logging to both stderr and NSLog. [cocoa] #476
Improve build process on Mac OS. [cocoa] #474
Fixed year handling in macOS date formats. [cocoa] #477
Fixed currency fetching for ranges greater than 30 days. #479
Add an option to enter date elements from left to right instead of the default d -> m -> y order. #480
Fix crash during pane drag & drop. [qt]
Fix Bank of Canada currency fetching. It was broken.
Fix quirks with edition mode during transaction addition. [qt]
Add UTF-16 support to CSV imports. #486
Improve autofill by allowing it to autofill more often.
Improve build process.
Add iDEAL webhook support
Add AuthorizationAdjustment class and authorization_adjustments to Transaction
Coinbase is no longer a supported payment method. PaymentMethodNoLongerSupported will be returned for Coinbase operations
Add facilitated details to Transaction if present
Add submit_for_settlement option to Subscription.retry_charge
Add options -> paypal -> description for creating and updating subscriptions
Add Braintree.Dispute.find
Add braintree.Dispute.accept
Add braintree.Dispute.add_file_evidence
Add braintree.Dispute.add_text_evidence
Add braintree.Dispute.finalize
Add braintree.Dispute.find
Add braintree.Dispute.remove_evidence
Add braintree.Dispute.search
Add braintree.DocumentUpload
2.6.17 - 2 July 2017
The following bugs are fixed:
Bug 603379 - Prevent changing some Account Options if it has transactions
Followup: Relax the account type change restrictions again.
In the new implementation account types can'tz be changed
for an account with splits:
- if the change woud force a commodity change
(to/from normal accounts from/to stock related accounts)
- for immutable accounts
At the time of this commit the following account types are
considered immutable:
- Accounts Receivable
- Accounts Payable
- Trading accounts
Bug 776396 - Foreign currency reports, amounts are not aligned correctly
Improve the styling of the table element used for foreign
currencies in the Balance sheet report so they end up
aligned with the other currencies.
Bug 780845 - link in github repo README file needs correction/editing
Bug 780889 - Split-register transactions result in invalid price:type
"transaction": Add 'transaction' to the schema and document
it in gnc-pricedb.h.
Bug 781634 - Alert on missing account currency when opening account
Also separate translatable commodity namespace strings
from those used in storage:
There is now a separate GNC_COMMODITY_NS_ISO_GUI
label to be used everywhere the user needs to read
'Currency namespace'. It's currently set to
'Currencies' and can be translated.
Bug 782274 - Transactions produced by Transfer Funds or Process Payment
dialogs sort to beginning of day and do not honor NUM field
for custom sorting.
Bug 782897 - Stock Split Assistant crashes GnuCash if you enter a New
Price and that already exists in the Price DB
Bug 783095 - gnucash-2.6.16 segfaults on startup
Bug 784317 - typo in 'import customers or vendors from text file' dialog
Other repairs not marked as bugs in git:
Properly define the template namespace rather than using a local string
everywhere
Correctly store time64 0 in the SQL backend: The SQL backend ignored
time64 0 when saving dates. time64 is a perfectly valid timestamp
(1970-01-01 00:00:00) and should be stored.
Clamp time64 values passed to GDateTime functions to the valid range.
Fixes a bug reported on the mailing list wherein a date of 0000-00-00
in a MySql database would crash GnuCash. Such dates may come from a bad
conversion of 1970-01-01 or from a crash.
Add XSU to iso-4217-currencies
Some banks include additional purpose information for a transaction in
non-swift-section 17 (aka transaction text). If available, this
transaction text is put in front of the other purpose texts to provide
full transaction information. Adds a preference to control import
behaivour of transaction text.
Updated Translations: Arabic, Turkish
