15 Commits

Author SHA1 Message Date
Martin-Molinero 0e5b6ce91e Improve portfolio margin chart (#9011)
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- Add StackedBar Series type
- Minor improvements for portfolio margin chart
2025-10-03 17:56:27 -03:00
Ricardo Andrés Marino Rojas 5fd021996a Fix half of the CA1051 warnings (#8137)
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* Fix half of the CA1051 warnings

This warning is about not declaring visible instance fields. There are
something about 500 warnings in the solution, mostly in the QuantConnect and QuantConnect.Algorithm.CSharp projects. I aim to fix one of them in this PR and the other half of them in a second one. To fix it, I'm changing the visible instancce fields for properties.

* fix bugs

* Addressing minor reviews

* More minor fixes

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Co-authored-by: Martin Molinero <martin.molinero1@gmail.com>
2024-07-03 15:43:17 -03:00
Martin-Molinero d40ec77379 Refactor to use camel case (#7981)
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* Camel case results

- Camel case lean results and streamed packets

* Update packets to camel case
2024-05-08 12:58:33 -03:00
Ricardo Andrés Marino Rojas a1b6277492 Api Clean up, Documentation and Standarization part four (#7989)
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* Update C# response classes for optimization endpoints

* fix bugs

* Fix bugs

* Fix bug

* More tests, API response classes and updates

* Partially revert wrong changes

* Missing file

* Improve unit tests and solve bugs

* Improve implementation

* Minor tweak

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Co-authored-by: Martin Molinero <martin.molinero1@gmail.com>
2024-05-06 20:33:31 -03:00
Martin-Molinero 1c973d12a5 Minor chart improvements (#7744)
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* Minor chart improvements

- Add base series tooltip template. Adding unit tests
- Reduce null chart points to a single addition

* Add null values always

* Fixes & minor tweaks

* Serialize ChartPoint as array
2024-02-02 17:27:37 -03:00
Martin-Molinero 7705895cc6 Portfolio margin chart (#7719)
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* Portfolio state chart

- Cleanup and renames
- Add series.IndexName. Uodating unit tests
- Add Chart.LegendDisabled. Adding new unit tests
- Add ChartPoint.Tooltip. Updating unit tests
- Minor compression tweak. Adding unit test
- Add ChartJsonConverter. Adding unit tests

* Minor chart serialization order tweak

* Refactor portfolio state sampling and storing

* Move PortfolioMargin into a lean side chart
2024-02-01 12:43:08 -03:00
Martin-Molinero adfb594d93 Asset plot improvement (#7699)
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* Asset plot improvement

- Add optional symbol for chart instance, to create an asset plot
- Fix Order PriceAdjustmentModel deserialization. Updating unit test

* Add series ZIndex. Adding unit test

* Fix clone, adding more tests
2024-01-17 14:46:45 -03:00
Jhonathan Abreu 6109ac8f1b Candlestick charts (#7425)
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* Candlestick charts base implementation

* Series and Candlestick series json serialization

* Some cleanup

* Add AddPlot method for candlestick series to QCAlgorithm

* Remove Values property from ISeriesPoint

* Add candlestick QCAlgorithm.Plot trade bar methods

* Implement candlestick series re-sampling

* Add more SeriesSampler unit tests

* Add examples of candlestick charts usage to exisiting charting algorithm

* Address peer review

* Address peer review

* Derive Candlestick from Bar

* Sampler changes

* Add new series types from the cloud

* Add more candlestick series sampler tests

* Minor cleanup

* Minor changes
2023-08-08 17:52:46 -03:00
Jhonathan Abreu a912638496 Move QuantConnect namespace's messages to Messages folder (#6924) 2023-02-10 10:41:05 -03:00
Louis Szeto c1db23250e Update enum values in comments (#6460)
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2022-07-05 10:29:28 -03:00
Colton Sellers f47775338c Expand Lean Default Charts and Reduce Clutter (#5680)
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* Update charts that are not empty and not default values

* Testing

* Filter final results

* Explicitly filter alpha charts if not needed

* Use filtered charts for Live results handler

* Refactor solution to manage alpha charts internally by creator

* nit comment fixes

* Implement drawdown as default chart

* Implement Capacity Estimate for backtest default chart

* Add default values to QC.Plotting

* Adjust drawdown calculation

* Only sample "Capacity" once a day

* Implement Volume chart

* Nit fixes

* Volume Chart adjustments and fixes

* Rename to "Assets Sales Volume"

* Implement Exposure Sampling

* Store algorithm currency symbol, round capacity to nearest 1k

* Add new plots to default charts

* nit change name

* Address reviews

* Reduce duplication and clean up exposure sampling

* Address reviews

* Improve sample exposure

* Address review

* Only enumerate holdings once

* nit - comments

* Post rebase fix

* Don't need to round anymore
2021-06-22 11:19:48 -03:00
Michael Handschuh 3e93158713 Use proper exception types
The `NullReferenceException` type is intended to only be thrown by the CLR.
In most cases, it should be converted to an `ArgumentException` or an
`InvalidOperationException`, depending on if the null value is a parameter
to the current method or not.

The `Exception` type should never really be thrown as it doesn't provide any
additional information or hints as to the issue. It also forces users that
would like to handle expected exceptions to catch all exceptions. These are
converted to an exception type that more accurately describes the reason for
raising the exception: `KeyNotFoundException`, `InvalidOperationException`
2019-08-16 18:07:30 -03:00
Martin Molinero 3d52343799 Optimize stored result json
- `Alpha Assets` chart will only store last data point
- Adding new `JsonRoundingConverter` that will round to 4 (number of
digits currently used for comparing alpha statistics) fractional
digits.
   - Will be used for `Insights` and `ChartPoint`
2019-04-29 19:17:00 -03:00
Martin Molinero 5f3fc59c72 Fix insight sum pie chart 2018-08-22 10:44:41 -03:00
Martin Molinero fdc37559fb Moving charting classes to their own cs file 2018-08-17 13:26:32 -03:00