finter

Finter 0.2.0 Release Notes

Core Functionalities

-  `Data <https://quantit.gitbook.io/finter/framework/cm-content-model>`__
   **Initialization**: Setup for Korean stock markets.

   -  `Content
      Factory <https://quantit.gitbook.io/finter/framework/cm-content-model/content-factory>`__
      **Implementation**: Easy content model management.
   -  `ModelData <https://quantit.gitbook.io/finter/supporting-tools/modeldata>`__
      **Load Functionality**: Loading your own model position.
   -  `Datasets document <https://quantit.gitbook.io/quanda>`__
   -  `Data Catalog <http://finterlabs-gpt.quantit.io:7860/catalog>`__
      **(Beta)**: Access to a beta version of the data catalog.

-  `Alpha
   Model <https://quantit.gitbook.io/finter/framework/am-alpha-model>`__
   **Initialization**: Predictive financial model building tools.
-  `Portfolio
   Model <https://quantit.gitbook.io/finter/framework/pm-portfolio-model>`__
   **Initialization**: Investment portfolio management.
-  `Trading
   Calendar <https://quantit.gitbook.io/finter/supporting-tools/calendar>`__
   **Initialization**: Information on trading days and holidays.
-  **Model**
   `Validation <https://quantit.gitbook.io/finter/framework/submission/validation>`__
   **Initialization**: Accuracy and reliability checks for models.
-  **Model**
   `Submission <https://quantit.gitbook.io/finter/framework/submission>`__
   **Initialization**: Deployment submissions for models.

   -  **Submission Helper**: Streamlined submission process.
   -  `.env <https://quantit.gitbook.io/finter/explore-finter/other-ways/setting-up-a-.env-file-optional>`__
      **Settings (auto in Finterlabs)**: API key security measures.

-  **Simulation Initialization**: Enhanced trading strategy simulations.

   -  `Easy
      Simulation <https://quantit.gitbook.io/finter/framework/submission/simulation>`__
      **Class**: Simplified simulation setups.
   -  **Benchmark**: Add in features

-  `Dashboard <https://finter.quantit.io/>`__ **Initialization**:
   Monitoring tools for models and portfolios.
-  `Finter Handbook <https://quantit.gitbook.io/finter>`__:
   Comprehensive guide on usage.
-  `Playground <https://drive.google.com/drive/u/1/folders/1cxxPIdIL_U21qdJ3s6VdElpQWkauR04M>`__
   **Initialization**: Testing and exploring capabilities.

Integration and Automation

• GitHub Sync <https://quantit.gitbook.io/finter/framework/submission/github-sync>__: GitHub synchronization tools.
• Command Documents with GPT Integration: Automated generation of command-related content.
• GPT Server Publishing: Access to GPT server functionalities.
• AWS Integration: AWS credentials management support.
• Quanda Bot Integration: Automated Q&A support.

User Experience and Tools

-  `Custom Dashboard <https://finter.quantit.io/>`__: Check out beta
   features - custom dashboard.
-  `DateConverter <https://quantit.gitbook.io/finter/modeling/dateconverter>`__
   **Utility**: Improved date-related operations.
-  **Cookbook Integration (beta)**: Common task recipes and patterns.
-  **Statistics Filter in Simulation**: Refined statistical data
   control.

Data Management and Optimization

• Raw Return Addition: Flexible data processing capabilities.
• Parquet File Support: Enhanced data handling with parquet files.
• Bucket Name in SM API: Detailed storage management.

Monitoring and Security

-  **User Tracking**: User activity monitoring.
-  **User Event Log Tracking**: Enhanced monitoring and auditing within
   the notebook submission process.
-  **Notebook Submission Helper Warning**: Operational alerts for users.

System Enhancements
~~~~~~~~~~~~~~~~~~~

-  **Model Production Initialization**: Real-time deployment.
-  **Internal Script Improvements**: Workflow and development
   enhancements.
-  **Dashboard Enhancements**: Better credential management.
-  **API Call Indicators**: Loading status indicators.
-  **Validation Processes**: Improved data integrity checks.

Development and Deployment

• Codebase Enhancements: Ongoing error readability and configuration improvements.
• Testing and Pipeline Optimization: Enhanced testing and optimized pipelines.
• Documentation Updates: Continuous API feature and guide updates.
• Codebase Cleanup: Streamlined structure and script removals.
• Environment Setup: .env-template for setting environment variables.
• Containerization and Deployment: Docker support enhancements.
• CI/CD Updates: Automated release note generation in the deployment processes.

Issues and Fixes

-  **Bug Fixes**:

   -  Configuration Error Fix: Import issues resolved.
   -  Function Name Cleanup: Enhanced naming consistency.
   -  Unified Response Structure: Standardized API responses.
   -  DataFrame Index Type Fix: Corrected index behaviors.
   -  Missing .\ **init**.py Fix: Package discovery and import issues
      fixed.
   -  Initialization Check: System setup verification.
   -  File Exclusion: Excluded problematic file patterns.
   -  Gallery Component: Image loading issues resolved.
   -  Catalog Fixes: Resolved catalog-related issues.
   -  Typo Fix: Corrected text interpretation errors.

-  **Known Issues**: No significant issues reported after the latest
   updates.

Enjoy the extensive functionalities and continuous improvements in
Finter 0.2.0, designed to cater to the comprehensive needs of finance
and quantitative analysis practitioners, now with an expanded range of
integration and user support features.\\