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CHANGELOG

v1.12.1 (2024-08-08)

Fix

  • fix: pause coinbase job (5834083)

Refactor

  • refactor: move poptions to schwab (e7e62cc)

Style

Unknown

v1.12.0 (2024-06-24)

Chore

  • chore: update test notebooks (e51472e)

  • chore: update gitignore (7d50fb6)

  • chore: update requirements (05bad06)

  • chore: update requirements (4850224)

  • chore: update test notebooks (698a1bb)

Documentation

  • docs: add poptions source comment (b526a67)

Feature

  • feat: add poptions functionality (056e708)

Style

v1.11.7 (2024-04-28)

Fix

  • fix: update coinbase job schedule (99787da)

v1.11.6 (2024-04-02)

Unknown

v1.11.5 (2024-04-01)

Fix

Unknown

v1.11.4 (2024-03-29)

Chore

  • chore: update option test notebook and data (f31c332)

Fix

  • fix: schwab task owned call option purchase price variable initialization (0e84ab0)

  • fix: add multiple attempts to schwab authentication (ade95e2)

  • fix: update schwab job schedule (1985c9b)

v1.11.3 (2024-03-26)

Unknown

v1.11.2 (2024-03-26)

Fix

  • fix: update schwab job schedule (a816f37)

Unknown

v1.11.1 (2024-03-19)

Chore

  • chore: update test notebooks (edf8714)

  • chore: add cnn data json to notebooks (0250fe3)

Fix

  • fix: schwab authentication (c44d9e6)

  • fix: update schwab trade ticket url (69eb53d)

  • fix: add get current cnn fear and greed index method (4cba510)

  • fix: update schwab cron schedule (7b7f6a2)

v1.11.0 (2024-03-07)

Unknown

v1.10.9 (2024-03-05)

Feature

  • feat: add max loss and min gain to sell option (ebf8b39)

Fix

  • fix: update schwab previous run output start time (1c217e2)

v1.10.8 (2024-03-04)

Fix

  • fix: update schwab previous run output start time (355658e)

v1.10.7 (2024-03-04)

Fix

  • fix: update current fear greed index timestamp check (bf376b8)

v1.10.6 (2024-03-04)

Fix

  • fix: add current fear greed index timestamp check (746efe5)

v1.10.5 (2024-03-01)

Fix

  • fix: update schwab option max buy price and divisor (253a24e)

v1.10.4 (2024-02-29)

Unknown

v1.10.3 (2024-02-28)

Chore

  • chore: update options test notebook (eb7a566)

  • chore: update notebook sample data (6f044fb)

  • chore: update options test notebook (18c2cb6)

Fix

  • fix: update previous bought and owned option logic (9e0bac2)

  • fix: add coinbase job base parameters (b1308be)

  • fix: update schwab bought options logic (9b800ce)

  • fix: update schwab schedule (86790c8)

Refactor

  • refactor: remove unused import from schwab notebook (ff20763)

  • refactor: schwab notebook and task (9541923)

  • refactor: update schwab logging (ebc2530)

v1.10.2 (2024-02-28)

Unknown

v1.10.1 (2024-02-28)

Fix

  • fix: update schwab schedule (1acde2e)

  • fix: update schwab task option logic and logging (a6e9514)

  • fix: initialize job id and workspace client for non-local environments (10cf978)

v1.10.0 (2024-02-27)

Build

  • build: update schwab job schedule and parameters (8d3ae02)

  • build: add databricks-sdk to package requirements (f7c11b9)

Chore

  • chore: update historical options test notebook (87e01ca)

Feature

  • feat: add job id and workspace client to task class (4769fd2)

  • feat: update schwab task to use previous run output in option logic (9ff690f)

  • feat: add exit with output to schwab notebook (25457d5)

Fix

  • fix: schwab authentication login (864a798)

v1.9.4 (2024-02-20)

Unknown

v1.9.3 (2024-02-20)

Fix

  • fix: schwab task buy product usage (416538f)

  • fix: update fear and greed index historical period (06dc392)

v1.9.2 (2024-02-18)

Chore

  • chore: update historical option test notebook (dc6d8ff)

  • chore: update options test notebooks (2b45a23)

Fix

  • fix: update option buy logic (db4315c)

v1.9.1 (2024-02-13)

Fix

  • fix: update schwab job schedule (36bd074)

v1.9.0 (2024-02-13)

Unknown

v1.8.1 (2024-02-12)

Build

  • build: update schwab job schedule (8a6c957)

Feature

  • feat: add cboe vix to option trading and limit max buy amount (3fa53dd)

Unknown

v1.8.0 (2024-02-12)

Fix

  • fix: update buy contracts quantity logging (8f0af90)

Unknown

v1.7.4 (2024-02-11)

Chore

  • chore: update options historical test notebook (72fc8b0)

  • chore: update options historical test notebook (2be6ed4)

  • chore: add multiple options historical test notebook (c2bb873)

  • chore: update options test notebook (055e4cf)

Feature

  • feat: update option trading logic in schwab task (130203d)

Fix

  • fix: add available options cash logging to schwab task (49be30f)

v1.7.3 (2024-02-07)

Fix

  • fix: update crypto fear greed index rounding (a5e6c59)

v1.7.2 (2024-02-06)

Build

  • build: update schwab workflow schedule (162adee)

Chore

  • chore: update options test notebook (68734b4)

Fix

  • fix: update schwab task options chain volume integer conversion (7ca7afd)

v1.7.1 (2024-02-06)

Ci

  • ci: update release workflow (e0d0930)

Unknown

v1.7.0 (2024-02-06)

Chore

  • chore: update options test notebook (e71fe6e)

  • chore: update options test notebook (35b01a1)

Feature

  • feat: add initial conditional to trade schwab mutual fund assets (fd506ce)

Fix

  • fix: update schwab fear greed index rounding (1c081f4)

  • fix: update fear and greed index rounding (5f5b506)

v1.6.0 (2024-02-05)

Chore

  • chore: update crypto etf test notebook (135de4d)

Feature

  • feat: increase coinbase min buy amount (f121151)

  • feat: update coinbase to use usdc wallet (1009680)

v1.5.0 (2024-02-04)

Chore

  • chore: update test notebooks (c94989f)

Feature

  • feat: add methods to get schwab net worth and cash to buy stocks and options (223bc08)

Fix

  • fix: update buy put option product id (cf56534)

Refactor

  • refactor: update schwab product price variable names (0c338ee)

Unknown

  • Merge branch 'main' into develop (1159db1)

v1.4.1 (2024-02-01)

Fix

  • fix: update get owned options method to handle no positions (32adae4)

v1.4.0 (2024-01-31)

Chore

  • chore: update option historical test notebook (905de1a)

  • chore: update test notebooks (8c45ef2)

  • chore: update test notebooks (ce499fa)

  • chore: update test notebooks (d0e5fb3)

  • chore: update test notebooks (549e408)

  • chore: update test notebooks (2ee9e72)

  • chore: format files (5edf23c)

  • chore: update options test notebooks (39410a8)

  • chore: update test notebooks (ab77633)

  • chore: update options test notebooks (6825480)

Feature

  • feat: update schwab task methods and options buy logic (f543309)

  • feat: add initial option trading logic to schwab task (4e2a135)

  • feat: update schwab client and add requests (8d5a7b7)

  • feat: update trade to handle options and add get balance method (f040aa9)

  • feat: add balance positions url (1652b0c)

Fix

  • fix: sort options chain and set max bought options (ceaf753)

Style

Unknown

  • update schwab workflow schedule (383d0e9)

v1.3.2 (2024-01-26)

Chore

  • chore: update test notebooks (40eda41)

  • chore: format files (7181685)

  • chore: update test notebooks (3b8b827)

Fix

  • fix: update deployment config to separate workflows by type and schedule (c84574b)

Style

v1.3.1 (2024-01-25)

Build

  • build: add package requirements (42a22df)

  • build: update task dependency (47e76b6)

Chore

  • chore: update test notebook (6e0ada0)

Fix

  • fix: notebook pip install (bfb4feb)

  • fix: schwab task product and order logic (d3f1dad)

  • fix: schwab auth and buy order message handling (dc8fe2f)

  • fix: remove unsupported coinbase products (514c944)

v1.3.0 (2024-01-25)

Build

  • build: update databricks deployment config tasks and schedule (0c503f5)

  • build: update deployment config (09f731c)

Chore

  • chore: update crypto etf test notebook (9a44324)

  • chore: add historical fear greed index test notebook (7eb54c9)

  • chore: update test notebook (52e7e6c)

  • chore: remove initial options test notebook (02372c2)

  • chore: update notebooks (df94bc9)

  • chore: update gitignore (5f78eca)

  • chore: update notebooks and add data folder (e00ee82)

  • chore: update test notebooks (1947267)

Feature

  • feat: update schwab task create order logic (a66546c)

  • feat: add initial schwab task create order logic (9df85d4)

  • feat: update coinbase products and order logic (de77594)

  • feat: add buy stock slice support to schwab api (3393119)

  • feat: add initial schwab api logic to task and notebook (86ea70b)

  • feat: add initial schwab api (5119864)

Fix

  • fix: disable schwab request dry run (9b4425b)

  • fix: coinbase task buy amount logic (083adc2)

  • fix: environment variable name formats (fde8ca7)

  • fix: bump yfinance version (f634dfb)

  • fix: add playwright package requirements (6286f87)

Refactor

  • refactor: schwab api methods and logging (29628d5)

  • refactor: app environment variable name (707c533)

  • refactor: coinbase task (516966b)

  • refactor: task environment parameter (d1ab86f)

Style

  • style: clear notebooks and format files (022d3c4)

  • style: format files (3449816)

  • style: format files (e066dff)

Unknown

  • Merge branch 'main' into develop (dd6e79d)

v1.2.2 (2024-01-14)

Chore

Ci

  • ci: temporarily disable type check (75639a9)

Fix

  • fix: coinbase sell product precision (c694898)

  • fix: coinbase sell product precision (ac9c54e)

Unknown

v1.2.1 (2023-12-21)

Chore

  • chore: add notebooks (4839dce)

  • chore: add historical cnn fear greed index data for testing (8393414)

  • chore: remove notebooks (416731c)

Fix

  • fix: temporarily disable schwab task (acc7876)

v1.2.0 (2023-12-20)

Documentation

Feature

  • feat: update deployment config target variables (ad416a2)

  • feat: update deployment config task variables (8a2b134)

  • feat: update task app env variable (e117190)

Fix

  • fix: coinbase and schwab tasks (c913a61)

Refactor

  • refactor: update task logging (16a3019)

  • refactor: coinbase and schwab notebooks (7ed9eba)

Style

v1.1.2 (2023-12-11)

Fix

  • fix: update app environment variables name format (33e4a2b)

v1.1.1 (2023-12-11)

Documentation

Fix

  • fix: update workflow schedule (fe1f90e)

v1.1.0 (2023-12-11)

Build

  • build: update databricks config
  • change workflow schedule
  • add environment variables
  • update notebook tasks (f17ae29)

Chore

  • chore: update pyproject config (2e3abdb)

  • chore: add semantic release and configuration (171e14f)

Ci

  • ci: add checkout fetch depth (4e07a46)

  • ci: add token for release (c3bea0e)

  • ci: update integration and deployment workflows (8182951)

Documentation

Feature

  • feat: add initial schwab task and notebook (65178bc)

Fix

  • fix: shuffle product ids (bb667d8)

  • fix: shuffle product ids (ba3588e)

Refactor

  • refactor: setup find packages (469772e)

  • refactor: coinbase task and notebook (2639dfc)

Unknown

  • Merge branch 'develop' into feature/schwab (dc50fd7)

v1.0.0 (2023-12-06)

Chore

  • chore: update requirements (a67c794)

  • chore: format files (e4dba11)

  • chore: add notebook utils (03869ee)

  • chore: update backtesting notebooks (a29f37a)

  • chore: update gitignore (b3b423c)

  • chore: add backtesting notebooks (f7c9f23)

  • chore: update gitignore (abfaaa5)

  • chore: update vscode settings (d59b206)

  • chore: update devcontainer (ce5b975)

Ci

  • ci: update workflow job names (29c908d)

  • ci: fix workflow python versions (9ac188a)

  • ci: update databricks config (9e3bc37)

  • ci: add integration and release workflows (6ba1f43)

Feature

  • feat: add cnn fear and greed index retrieval (0928ab8)

  • feat: update job schedule and node type (0c01c94)

  • feat: use only fear greed index in main task class (067935c)

  • feat: add scaler to next open change computation (d6c9ae3)

  • feat: add invaas notebook (b1cd8e1)

Fix

Refactor

  • refactor: package structure (5c5bfce)

  • refactor: invaas notebook init and main task usage (c85172e)

  • refactor: update coinbase client enums classes (09fa454)

  • refactor: main task (2a029dd)

Unknown