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OSS Report: OpenBB-finance/OpenBB


OpenBB Project Faces Critical Docker Build Issues Amidst Active Feature Expansion

OpenBB, an open-source financial platform, is actively enhancing its feature set while grappling with critical Docker build issues that could impact user setup and experience.

The OpenBB project aims to democratize investment research by providing access to a wide range of financial data. Recent activities focus on expanding analytical capabilities and improving user experience.

Recent Activity

Recent issues and pull requests (PRs) reveal a focus on both feature expansion and bug resolution. Notably, PR #6745 addresses bugs in the Biztoc provider, while PR #6739 introduces advanced risk-return analysis tools. However, critical issues like the Docker build error (#6727) remain unresolved, posing potential barriers for users.

Development Team Activities

  1. Danglewood (deeleeramone):

    • Fixed yFinance tests and enhanced user preferences (3 days ago).
    • Added EIA Daily Spot Prices Data via FRED (3 days ago).
  2. Igor Radovanovic:

    • Co-authored EIA Daily Spot Prices Data addition (3 days ago).
    • Worked on API response error handling (3 days ago).
  3. Theodore Aptekarev:

    • Co-authored user preferences enhancements (3 days ago).
    • Updated OpenBB Copilot documentation (recently).
  4. James Maslek:

    • Updated README.md for clarity (6 days ago).
    • Improved Terminal Pro documentation (recently).
  5. Henrique Joaquim:

    • Developed features for market snapshots and historical data.
  6. Pratyush Shukla:

    • Focused on ETF data handling and integration tests.

Of Note

Quantified Reports

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Recent GitHub Issues Activity

Timespan Opened Closed Comments Labeled Milestones
7 Days 22 3 65 6 1
30 Days 34 11 97 15 1
90 Days 48 23 132 25 1
1 Year 152 160 336 88 1
All Time 2080 2032 - - -

Like all software activity quantification, these numbers are imperfect but sometimes useful. Comments, Labels, and Milestones refer to those issues opened in the timespan in question.

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Quantified Commit Activity Over 30 Days

Developer Avatar Branches PRs Commits Files Changes
Danglewood 14 28/26/1 75 453 283417
Theodore Aptekarev 3 3/4/0 30 26 6447
montezdesousa 1 1/1/0 1 4 140
mmistroni 1 2/1/1 1 4 62
James Maslek 2 1/1/0 2 2 10
Andrew 1 0/0/0 3 2 6
Manya Sharma (manya706) 0 1/0/0 0 0 0
Ikko Eltociear Ashimine (eltociear) 0 1/0/0 0 0 0
Pratyush Shukla (the-praxs) 0 1/0/0 0 0 0
Igor Radovanovic 0 0/0/0 0 0 0
Sayantan Nandi (sayantann7) 0 1/0/0 0 0 0
Manish Kumar (Manish-k723) 0 1/0/0 0 0 0
MacBobby Chibuzor (theghostmac) 0 1/0/0 0 0 0
Tyler Hawthorne (Hawthorne001) 0 0/0/1 0 0 0
Humble Creator (HmbleCreator) 0 1/0/0 0 0 0
JC (Jonathan Chen) (dijonkitchen) 0 1/0/0 0 0 0
Lydia A Firew (LydiaAbrahamF) 0 1/0/0 0 0 0
Ambrose Ikpele (ambroseikpele) 0 2/0/1 0 0 0
Dr. Artificial曾小健 (ArtificialZeng) 0 2/0/3 0 0 0
Rachit Das (Exterminator11) 0 1/0/0 0 0 0
None (dependabot[bot]) 0 0/0/1 0 0 0

PRs: created by that dev and opened/merged/closed-unmerged during the period

Detailed Reports

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Recent Activity Analysis

The OpenBB finance project currently has 48 open issues on GitHub, with recent activity indicating a mix of feature requests, bugs, and user inquiries. Notably, there are several urgent bugs related to Docker builds and API integrations that remain unaddressed, which could hinder user experience and functionality.

A recurring theme among the issues is the integration of external data sources, such as yfinance and AlphaVantage, where users report inconsistencies in data retrieval. Additionally, many users are requesting clearer documentation and improved error handling for various commands.

Issue Details

Recent Issues

  1. Issue #6744: [FR] suggesting the user what wrong he did in the investments in previous similar trend

    • Priority: Feature Request
    • Status: Open
    • Created: 0 days ago
  2. Issue #6727: [Bug] Docker build error

    • Priority: Bug
    • Status: Open
    • Created: 4 days ago
  3. Issue #6720: [🕹️] Create a Simple Sentiment Analysis for Stock Prices Notebook

    • Priority: Task
    • Status: Open
    • Created: 6 days ago
  4. Issue #6719: [🕹️] Design an Earnings Surprise Prediction Model in a Notebook

    • Priority: Task
    • Status: Open
    • Created: 6 days ago
  5. Issue #6718: [🕹️] Analyze Market Volatility Using Historical Data

    • Priority: Task
    • Status: Open
    • Created: 6 days ago
  6. Issue #6717: [🕹️] Use OpenBB for Dividend Growth Investing Analysis

    • Priority: Task
    • Status: Open
    • Created: 6 days ago
  7. Issue #6716: [🕹️] Create a Notebook for Currency Exchange Rate Forecasting

    • Priority: Task
    • Status: Open
    • Created: 6 days ago
  8. Issue #6715: [🕹️] Implement an Example for Building a Quantitative Risk Model

    • Priority: Task
    • Status: Open
    • Created: 6 days ago
  9. Issue #6714: [🕹️] Design a Notebook for Evaluating Mergers & Acquisitions

    • Priority: Task
    • Status: Open
    • Created: 6 days ago
  10. Issue #6713: [🕹️] Create a Sector Rotation Analysis Notebook

    • Priority: Task
    • Status: Open
    • Created: 6 days ago

Notable Anomalies

  • The Docker build error (#6727) indicates potential issues with dependencies or configuration that could affect multiple users.
  • Feature requests (#6744) suggest a proactive approach to enhancing user experience but may divert attention from critical bug fixes.
  • Several tasks related to creating notebooks and examples indicate ongoing community engagement but may also reflect gaps in existing documentation or features.

Important Issues Summary

  • The most pressing issue appears to be the Docker build error (#6727), which could significantly impact users attempting to set up their environments.
  • There is a noticeable demand for improved documentation and clearer error messages across various functionalities, particularly concerning API integrations.
  • Feature requests like those in (#6744) highlight user engagement but also signal potential areas where the platform may not fully meet current user needs.

This analysis underscores the need for timely responses to critical bugs while balancing feature development and community support efforts.

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Overview

The OpenBB project is an open-source financial platform that has garnered significant attention and contributions from the community. The recent pull requests (PRs) reflect ongoing efforts to enhance the platform's functionality, address bugs, and expand its data sources.

Summary of Pull Requests

  1. PR #6745: A bug fix for the Biztoc provider and Streamlit news dashboard example, ensuring correct term passing and syntax updates.
  2. PR #6743: Introduction of a notebook for currency exchange rate prediction using various time series models, enhancing forex analysis capabilities.
  3. PR #6740: A minor documentation update correcting a typo in CONTRIBUTING.md.
  4. PR #6739: Advanced risk-return analysis and portfolio optimization notebook, providing users with deeper financial analysis tools.
  5. PR #6737: Preparation for OpenBB Platform release V4.3.3, including various bug fixes and feature enhancements.
  6. PR #6735: Addition of a DeFillama provider into the OpenBB Platform, expanding its cryptocurrency data offerings.
  7. PR #6732: Initial commit for collaboration on OpenBB, indicating ongoing development efforts.

Analysis of Pull Requests

The recent PRs demonstrate a robust development activity within the OpenBB project, focusing on several key areas:

  • Bug Fixes and Enhancements: PRs like #6745 and #6737 highlight the project's commitment to maintaining a stable and reliable platform by addressing bugs and improving existing features.
  • Feature Expansion: The introduction of new features, such as those in PRs #6743 and #6739, indicates an active effort to enhance the platform's analytical capabilities, providing users with more tools for financial analysis.
  • Community Contributions: The involvement of multiple contributors in PRs like #6735 showcases the project's vibrant community engagement, which is crucial for its growth and sustainability.
  • Documentation and Usability Improvements: Updates like those in PR #6740 reflect an ongoing effort to improve documentation and user experience, making it easier for new users to understand and utilize the platform.

Overall, these PRs illustrate a dynamic development environment where continuous improvement and feature expansion are driven by both core team members and community contributors. This collaborative approach not only enhances the platform's capabilities but also fosters a strong community around OpenBB.

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Repo Commits Analysis

Development Team and Recent Activity

Team Members

  • Danglewood (deeleeramone): Active in bug fixes, feature additions, and enhancements. Collaborated frequently with Igor Radovanovic and Theodore Aptekarev.
  • Igor Radovanovic: Co-authored several features and bug fixes, particularly in the areas of data handling and API responses.
  • Theodore Aptekarev: Involved in various features and bug fixes, often co-authoring with Danglewood.
  • James Maslek: Contributed to documentation updates and minor bug fixes.
  • Henrique Joaquim: Participated in feature development and testing.
  • Pratyush Shukla: Engaged in feature development and integration tests.

Recent Activities

  1. Danglewood (deeleeramone):

    • Fixed tests related to yFinance integration and user preferences (3 days ago).
    • Added EIA Daily Spot Prices Data via FRED (3 days ago).
    • Handled EmptyDataError as status code 204 (3 days ago).
    • Enhanced user preferences functionality (3 days ago).
    • Various bug fixes and enhancements across multiple files related to financial data processing.
  2. Igor Radovanovic:

    • Co-authored the addition of EIA Daily Spot Prices Data via FRED (3 days ago).
    • Worked on handling EmptyDataError in API responses (3 days ago).
    • Contributed to various features including IMF provider extension and economic indicators.
  3. Theodore Aptekarev:

    • Co-authored enhancements to user preferences (3 days ago).
    • Involved in documentation updates for the OpenBB Copilot (recently).
  4. James Maslek:

    • Updated README.md for clarity (6 days ago).
    • Contributed to documentation improvements for Terminal Pro (recently).
  5. Henrique Joaquim:

    • Engaged in feature development including market snapshots and historical data retrieval.
  6. Pratyush Shukla:

    • Worked on adding new features related to ETF data handling and integration tests.

Patterns & Themes

  • Collaboration: Frequent co-authorship among team members indicates a collaborative environment, particularly between Danglewood, Igor, and Theodore.
  • Focus on Bug Fixes: A significant portion of recent commits is dedicated to fixing bugs, especially those related to data handling and API responses.
  • Feature Expansion: The team is actively adding new features, particularly around financial data sources like FRED, IMF, and SEC.
  • Documentation Improvements: Continuous updates to documentation reflect an emphasis on user experience and community engagement.

Conclusions

The development team is actively engaged in enhancing the OpenBB platform through collaborative efforts focused on both fixing existing issues and expanding its feature set. The recent activities demonstrate a commitment to improving the user experience while maintaining robust functionality across various financial data sources.