From 1d1bda73dd68f44f91fc3506a6bd2f63876106f4 Mon Sep 17 00:00:00 2001
From: Victor Grau Serrat
Date: Tue, 14 Nov 2017 12:15:46 -0700
Subject: [PATCH] DOC: improving Win/Conda install instructions
---
_sources/install.txt | 62 ++++++++++++++++++++++++----
_sources/releases.txt | 19 +++++++++
appendix.html | 25 ++++++-----
beginner-tutorial.html | 25 ++++++-----
bundles.html | 25 ++++++-----
development-guidelines.html | 25 ++++++-----
genindex.html | 25 ++++++-----
index.html | 25 ++++++-----
install.html | 75 +++++++++++++++++++++++++--------
jupyter.html | 25 ++++++-----
live-trading.html | 25 ++++++-----
naming-convention.html | 25 ++++++-----
release-process.html | 25 ++++++-----
releases.html | 82 ++++++++++++++++++++++++-------------
resources.html | 25 ++++++-----
search.html | 25 ++++++-----
searchindex.js | 2 +-
videos.html | 25 ++++++-----
welcome.html | 25 ++++++-----
19 files changed, 396 insertions(+), 194 deletions(-)
diff --git a/_sources/install.txt b/_sources/install.txt
index bf958cc9..f9229635 100644
--- a/_sources/install.txt
+++ b/_sources/install.txt
@@ -136,14 +136,17 @@ about matplotlib backends, please refer to the
Windows
~~~~~~~
-In Windows, you will need the `Microsoft Visual C++ Compiler for Python 2.7
+In Windows, you will first need to install the `Microsoft Visual C++ Compiler
+for Python 2.7
`_. This
package contains the compiler and the set of system headers necessary for
producing binary wheels for Python 2.7 packages. If it's not already in your
system, download it and install it before proceeding to the next step.
-For windows, the easiest and best supported way to install Catalyst is to use
-:ref:`Conda `.
+Once you have the above compiler installed, the easiest and best supported way
+to install Catalyst in Windows is to use :ref:`Conda `. If you didn't
+any problems installing the compiler, jump to the :ref:`Conda ` section,
+otherwise keep on reading to troubleshoot the C++ compiler installtion.
Some problems we have encountered installing the **Visual C++ Compiler**
mentioned above are as follows:
@@ -158,6 +161,8 @@ mentioned above are as follows:
``Registry Editor``
- Navigate to the following folder:
``HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows\Installer``
+ - If the last folder does not exist, create it by right-clicking on the
+ parent folder and choosing -> ``New`` -> ``Key`` and typing ``Installer``
- If there is an entry for ``DisableMSI``, set the Value data to 0.
- If there is no such entry, click on the ``Edit`` menu -> ``New`` ->
``DWORD (32-bit) Value`` and enter ``DisableMSI`` as the Name (and by
@@ -302,9 +307,9 @@ understands the complex binary dependencies of packages like ``numpy`` and
dependencies without requiring the use of a second tool to acquire Catalyst's
non-Python dependencies.
- For Windows, you will need the *Microsoft Visual C++ Compiler for Python
- 2.7*. Follow the instructions on the :ref:`Windows` section and come back
- here.
+ For Windows, you will first need to install the *Microsoft Visual C++
+ Compiler for Python 2.7*. Follow the instructions on the :ref:`Windows`
+ section and come back here.
For instructions on how to install ``conda``, see the `Conda Installation
Documentation `_. Alternatively,
@@ -319,10 +324,23 @@ main packages needed. To install MiniConda, you can follow these steps:
3. Ensure the correct installation by running ``conda list`` in a Terminal
window, which should print the list of packages installed with Conda.
+ For Windows, if you accepted the default installation options, you didn't
+ check an option to add Conda to the PATH, so trying to run ``conda`` from
+ a regular ``Command Prompt`` will result in the following error: ``'conda'
+ is no recognized as an internal or external command, operatble program or
+ batch file``. That's to be expected. You will nee to launch an ``Anaconda
+ Prompt`` that was added at installation time to your list of programs
+ available from the Start menu.
+
Once either Conda or MiniConda has been set up you can install Catalyst:
1. Download the file `python2.7-environment.yml
`_.
+
+ To download, simply click on the 'Raw' button and save the file locally to
+ a folder you can remember. Make sure that the file gets saved with the ``.yml``
+ extension, and nothing like a ``.txt`` file or anything else.
+
2. Open a Terminal window and enter [``cd/dir``] into the directory where you
saved the above ``python2.7-environment.yml`` file.
3. Install using this file. This step can take about 5-10 minutes to install.
@@ -346,6 +364,14 @@ Once either Conda or MiniConda has been set up you can install Catalyst:
activate catalyst
+5. Verify that Catalyst is install correctly:
+
+ .. code-block:: bash
+
+ catalyst --version
+
+ which should display the current version.
+
Congratulations! You now have Catalyst installed.
Troubleshooting ``conda`` Install
@@ -355,13 +381,21 @@ If the command ``conda env create -f python2.7-environment.yml`` in step 3
above failed for any reason, you can try setting up the environment manually
with the following steps:
-1. Create the environment:
+1. If the above installation failed, and you have a partially set up catalyst
+ environment, remove it first. If you are starting from scratch, proceed to
+ step #2:
+
+ .. code-block:: bash
+
+ conda env remove --name catalyst
+
+2. Create the environment:
.. code-block:: bash
conda create --name catalyst python=2.7 scipy zlib
-2. Activate the environment:
+3. Activate the environment:
**Linux or OSX:**
@@ -375,12 +409,22 @@ with the following steps:
activate catalyst
-3. Install the Catalyst inside the environment:
+4. Install the Catalyst inside the environment:
.. code-block:: bash
pip install enigma-catalyst matplotlib
+5. Verify that Catalyst is installed correctly:
+
+ .. code-block:: bash
+
+ catalyst --version
+
+ which should display the current version.
+
+Congratulations! You now have Catalyst properly installed.
+
Getting Help
------------
diff --git a/_sources/releases.txt b/_sources/releases.txt
index 1db0401f..6945a1b7 100644
--- a/_sources/releases.txt
+++ b/_sources/releases.txt
@@ -2,6 +2,25 @@
Release Notes
=============
+Version 0.3.7
+^^^^^^^^^^^^^
+**Release Date**: 2017-11-14
+
+Bug Fixes
+~~~~~~~~~
+
+- Fixed an SSL cert issue (:issue:`64`)
+- Fixed cumulative stats warnings (:issue:`63`)
+- Disabled auto-ingestion because of unresolved caching issues (:issue:`47`)
+- Standardized live-trading stats (:issue:`61`)
+
+Build
+~~~~~
+
+- Added a mean-reversion sample algo
+- Added minutely stats in the analyze() function (:issue:`62`)
+- Added specificity to some error messages
+
Version 0.3.6
^^^^^^^^^^^^^
**Release Date**: 2017-11-4
diff --git a/appendix.html b/appendix.html
index 90a6241f..75c08cbe 100644
--- a/appendix.html
+++ b/appendix.html
@@ -135,32 +135,37 @@
Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
diff --git a/beginner-tutorial.html b/beginner-tutorial.html
index 6f1f163a..72655e01 100644
--- a/beginner-tutorial.html
+++ b/beginner-tutorial.html
@@ -137,32 +137,37 @@
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
diff --git a/development-guidelines.html b/development-guidelines.html
index a423fdce..e469dc1d 100644
--- a/development-guidelines.html
+++ b/development-guidelines.html
@@ -137,32 +137,37 @@
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
@@ -310,12 +315,15 @@ about matplotlib backends, please refer to the
Windows
-
In Windows, you will need the Microsoft Visual C++ Compiler for Python 2.7. This
+
In Windows, you will first need to install the Microsoft Visual C++ Compiler
+for Python 2.7. This
package contains the compiler and the set of system headers necessary for
producing binary wheels for Python 2.7 packages. If it’s not already in your
system, download it and install it before proceeding to the next step.
-
For windows, the easiest and best supported way to install Catalyst is to use
-Conda.
+
Once you have the above compiler installed, the easiest and best supported way
+to install Catalyst in Windows is to use Conda. If you didn’t
+any problems installing the compiler, jump to the Conda section,
+otherwise keep on reading to troubleshoot the C++ compiler installtion.
Some problems we have encountered installing the Visual C++ Compiler
mentioned above are as follows:
@@ -328,6 +336,8 @@ You’ll have to change the Registry to circumvent this:
Registry Editor
- Navigate to the following folder:
HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\Windows\Installer
+- If the last folder does not exist, create it by right-clicking on the
+parent folder and choosing ->
New -> Key and typing Installer
- If there is an entry for
DisableMSI, set the Value data to 0.
- If there is no such entry, click on the
Edit menu -> New ->
DWORD (32-bit) Value and enter DisableMSI as the Name (and by
@@ -460,9 +470,9 @@ understands the complex binary dependencies of packages like Windows section and come back
-here.
+For Windows, you will first need to install the
Microsoft Visual C++
+Compiler for Python 2.7. Follow the instructions on the
Windows
+section and come back here.
For instructions on how to install conda, see the Conda Installation
Documentation. Alternatively,
you can install MiniConda, which is a smaller footprint (fewer packages and
@@ -475,9 +485,22 @@ for your Operating System.
- Ensure the correct installation by running
conda list in a Terminal
window, which should print the list of packages installed with Conda.
+
+For Windows, if you accepted the default installation options, you didn’t
+check an option to add Conda to the PATH, so trying to run conda from
+a regular Command Prompt will result in the following error: 'conda'
+is no recognized as an internal or external command, operatble program or
+batch file. That’s to be expected. You will nee to launch an Anaconda
+Prompt that was added at installation time to your list of programs
+available from the Start menu.
Once either Conda or MiniConda has been set up you can install Catalyst:
Download the file python2.7-environment.yml.
+
+To download, simply click on the ‘Raw’ button and save the file locally to
+a folder you can remember. Make sure that the file gets saved with the .yml
+extension, and nothing like a .txt file or anything else.
+
Open a Terminal window and enter [cd/dir] into the directory where you
saved the above python2.7-environment.yml file.
@@ -498,6 +521,12 @@ session to run Catalyst):
+Verify that Catalyst is install correctly:
+
+which should display the current version.
+
Congratulations! You now have Catalyst installed.
@@ -506,6 +535,13 @@ session to run Catalyst):
above failed for any reason, you can try setting up the environment manually
with the following steps:
+If the above installation failed, and you have a partially set up catalyst
+environment, remove it first. If you are starting from scratch, proceed to
+step #2:
+conda env remove --name catalyst
+
+
+
Create the environment:
conda create --name catalyst python=2.7 scipy zlib
@@ -526,7 +562,14 @@ with the following steps:
+Verify that Catalyst is installed correctly:
+
+which should display the current version.
+
+Congratulations! You now have Catalyst properly installed.
diff --git a/jupyter.html b/jupyter.html
index 693c1fea..88c31568 100644
--- a/jupyter.html
+++ b/jupyter.html
@@ -137,32 +137,37 @@
Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
diff --git a/live-trading.html b/live-trading.html
index ada72134..da84e697 100644
--- a/live-trading.html
+++ b/live-trading.html
@@ -137,32 +137,37 @@
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
diff --git a/naming-convention.html b/naming-convention.html
index ac7aef1a..ca1121c3 100644
--- a/naming-convention.html
+++ b/naming-convention.html
@@ -137,32 +137,37 @@
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
diff --git a/release-process.html b/release-process.html
index 0906c8b1..d667cd84 100644
--- a/release-process.html
+++ b/release-process.html
@@ -135,32 +135,37 @@
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
@@ -215,11 +220,32 @@
Release Notes
+
+
Version 0.3.7
+
Release Date: 2017-11-14
+
+
Bug Fixes
+
+- Fixed an SSL cert issue (#64)
+- Fixed cumulative stats warnings (#63)
+- Disabled auto-ingestion because of unresolved caching issues (#47)
+- Standardized live-trading stats (#61)
+
+
+
+
Build
+
+- Added a mean-reversion sample algo
+- Added minutely stats in the analyze() function (#62)
+- Added specificity to some error messages
+
+
+
Version 0.3.6
Release Date: 2017-11-4
-
-
Bug Fixes
+
+
Bug Fixes
- Fixed an issue with single bar data.history() (#55)
@@ -228,8 +254,8 @@
Version 0.3.5
Release Date: 2017-11-4
-
-
Bug Fixes
+
+
Bug Fixes
- Added workaround for: KeyError: Timestamp error (#53)
@@ -238,8 +264,8 @@
Version 0.3.4
Release Date: 2017-11-2
-
-
Bug Fixes
+
+
Bug Fixes
- Fixed issue with auto-ingestion of minute data (#47)
- Fixed issue with sell orders in backtesting
@@ -249,8 +275,8 @@
transactions
-
-
Build
+
+
Build
@@ -277,16 +303,16 @@ transactions
Version 0.3.3
Release Date: 2017-10-26
-
-
Bug Fixes
+
+
Bug Fixes
- Fix missing -x in ingest-exchange
- Fix issue with daily chunks end date (data bundles)
- Fix issue in the prepare_chunk logic (data bundles)
-
-
Build
+
+
Build
- Added data validation unit tests
@@ -295,8 +321,8 @@ transactions
Version 0.3.2
Release Date: 2017-10-25
-
-
Bug Fixes
+
+
Bug Fixes
- Fix to work with empty data bundles
- Fix Windows path of
$HOME/.catalyst folder
@@ -305,8 +331,8 @@ transactions
- Fix an issue with asset date in chunks
-
-
Build
+
+
Build
- Python3 adjustments
- Added method to clean bundle folders, and remove symbols.json
@@ -317,8 +343,8 @@ transactions
Version 0.3.1
Release Date: 2017-10-22
-
-
Bug Fixes
+
+
Bug Fixes
- Fixed OS-dependent path issue in data bundle
- Changed handling of empty
auth.json, instead of throwing an error for
diff --git a/resources.html b/resources.html
index 37d23b39..d77e984a 100644
--- a/resources.html
+++ b/resources.html
@@ -137,32 +137,37 @@
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
- Release Notes
-- Version 0.3.6
+- Version 0.3.7
-- Version 0.3.5
+- Version 0.3.6
-- Version 0.3.4
+- Version 0.3.5
+
+- Version 0.3.4
- Version 0.3.3
-
-- Version 0.3.2
-- Version 0.3.1
+- Version 0.3.2
+
+- Version 0.3.1
- Version 0.3
diff --git a/searchindex.js b/searchindex.js
index 6743dd02..60c80910 100644
--- a/searchindex.js
+++ b/searchindex.js
@@ -1 +1 @@
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\ No newline at end of file
diff --git a/videos.html b/videos.html
index b546017e..806c1b20 100644
--- a/videos.html
+++ b/videos.html
@@ -137,32 +137,37 @@
- Release Notes