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fund_report
Commit 159d5ea8 authored by pengxiong@wealthgrow.cn's avatar pengxiong@wealthgrow.cn
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app/service/portfolio_diagnose.py
View file @ 159d5ea8
...@@ -747,7 +747,7 @@ portfolio_diagnose = PortfolioDiagnose(client_type=1, portfolio=portfolio, inves ...@@ -747,7 +747,7 @@ portfolio_diagnose = PortfolioDiagnose(client_type=1, portfolio=portfolio, inves
portfolio_diagnose.optimize() portfolio_diagnose.optimize()
if __name__ == '__main__': if __name__ == '__main__':
# print(portfolio_diagnose.single_fund_radar()) # print(portfolio_diagnose.single_fund_radar())
# print(portfolio_diagnose.propose_fund_radar()) print(portfolio_diagnose.propose_fund_radar())
# print(portfolio_diagnose.old_portfolio_evaluation()) # print(portfolio_diagnose.old_portfolio_evaluation())
# print('旧组合相关性：', portfolio_diagnose.old_correlation) # print('旧组合相关性：', portfolio_diagnose.old_correlation)
# print('新组合相关性：', portfolio_diagnose.new_correlation) # print('新组合相关性：', portfolio_diagnose.new_correlation)
......
app/templates/monthReport.html
View file @ 159d5ea8
...@@ -2518,82 +2518,6 @@ ...@@ -2518,82 +2518,6 @@
</table> </table>
</li> </li>
{% endfor %} {% endfor %}
<li class="self_item">
<table>
<tr>
<td style="padding: 0;text-align: left;vertical-align: middle;">
<div class="self_item_left">
<div class="self_header">
<div class="self_title">
远澜银杏 1 号
<div class="self_title_tri"></div>
</div>
<div class="self_type red">
保留
</div>
</div>
<div class="self_description">
<div class="self_description_item">
<div class="self_description_dot"></div>
<div class="self_description_text">
1、该基金整体表现
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>，
收益能力
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>，
回撤控制能力
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>，
风险收益比例
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>;
</div>
</div>
<div class="self_description_item">
<div class="self_description_dot"></div>
<div class="self_description_text">
2、在收益方面，该基金年化收益能力
<span class="self_description_red">高于</span>/
<span class="self_description_green">持平</span>/
<span class="self_description_green">低于</span>，
同类基金平均水平，有x%区间跑赢大盘/指数，绝对收益能力
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>；
</div>
</div>
<div class="self_description_item">
<div class="self_description_dot"></div>
<div class="self_description_text">
3、在风险方面，该基金抵御风险能力优秀，在同类基金中处于中等水平，最大回撤为x%，低于同类基金平均水平；
</div>
</div>
</div>
</div>
</td>
<td style="padding: 0;text-align: left;vertical-align: middle;">
<div class="self_item_right">
<img src="./img/logo-blue.png" alt="" class="self_img">
</div>
</td>
</tr>
</table>
</li>
<li class="self_item"> <li class="self_item">
<table> <table>
<tr> <tr>
...@@ -3487,7 +3411,7 @@ ...@@ -3487,7 +3411,7 @@
</div> </div>
<div class="self_content"> <div class="self_content">
{% for single_fund in propose_fund_data_list %}
<div class="self_item"> <div class="self_item">
<table> <table>
<tr> <tr>
...@@ -3495,7 +3419,7 @@ ...@@ -3495,7 +3419,7 @@
<div class="self_item_left"> <div class="self_item_left">
<div class="self_header"> <div class="self_header">
<div class="self_title"> <div class="self_title">
远澜银杏 1 号 {{single_fund.fund_name}}
<div class="self_title_tri"></div> <div class="self_title_tri"></div>
</div> </div>
</div> </div>
...@@ -3503,51 +3427,7 @@ ...@@ -3503,51 +3427,7 @@
<div class="self_description_item"> <div class="self_description_item">
<div class="self_description_dot"></div> <div class="self_description_dot"></div>
<div class="self_description_text"> <div class="self_description_text">
1、该基金整体表现 {{single_fund.evaluation}}
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>，
收益能力
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>，
回撤控制能力
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>，
风险收益比例
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>;
</div>
</div>
<div class="self_description_item">
<div class="self_description_dot"></div>
<div class="self_description_text">
2、在收益方面，该基金年化收益能力
<span class="self_description_red">高于</span>/
<span class="self_description_green">持平</span>/
<span class="self_description_green">低于</span>，
同类基金平均水平，有x%区间跑赢大盘/指数，绝对收益能力
<span class="self_description_red">优秀</span>/
<span class="self_description_red">良好</span>/
<span class="self_description_green">一般</span>/
<span class="self_description_green">合格</span>/
<span class="self_description_green">较差</span>；
</div>
</div>
<div class="self_description_item">
<div class="self_description_dot"></div>
<div class="self_description_text">
3、在风险方面，该基金抵御风险能力优秀，在同类基金中处于中等水平，最大回撤为x%，低于同类基金平均水平；
</div> </div>
</div> </div>
</div> </div>
...@@ -3555,13 +3435,13 @@ ...@@ -3555,13 +3435,13 @@
</td> </td>
<td style="padding: 0;text-align: left;vertical-align: middle;"> <td style="padding: 0;text-align: left;vertical-align: middle;">
<div class="self_item_right"> <div class="self_item_right">
<img src="./img/logo-blue.png" alt="" class="self_img"> <img src={{single_fund.radar_chart_path}} alt="" class="self_img">
</div> </div>
</td> </td>
</tr> </tr>
</table> </table>
</div> </div>
{% endfor %}
</div> </div>
</div> </div>
......
app/utils/radar_chart.py
View file @ 159d5ea8
...@@ -6,6 +6,8 @@ ...@@ -6,6 +6,8 @@
# @Email : acepengxiong@163.com # @Email : acepengxiong@163.com
# @Software : PyCharm # @Software : PyCharm
# ----------------------------------------------------------------------------- # -----------------------------------------------------------------------------
import os
import imgkit import imgkit
import pyecharts.options as opts import pyecharts.options as opts
...@@ -25,7 +27,6 @@ def gen_radar_chart(radar_chart_data): ...@@ -25,7 +27,6 @@ def gen_radar_chart(radar_chart_data):
# v1 = [[4300, 10000, 28000, 35000, 50000]] # v1 = [[4300, 10000, 28000, 35000, 50000]]
radar_chart = radar_chart_data['data'][0:5] radar_chart = radar_chart_data['data'][0:5]
v1 = [[data['data'] for data in radar_chart]] v1 = [[data['data'] for data in radar_chart]]
print(radar_chart)
radar = Radar( radar = Radar(
init_opts=opts.InitOpts(bg_color="#fff", animation_opts=opts.AnimationOpts(animation=False))).add_schema( init_opts=opts.InitOpts(bg_color="#fff", animation_opts=opts.AnimationOpts(animation=False))).add_schema(
schema=[ schema=[
...@@ -81,6 +82,7 @@ def gen_radar_chart(radar_chart_data): ...@@ -81,6 +82,7 @@ def gen_radar_chart(radar_chart_data):
img = img[0:height, 160:750] img = img[0:height, 160:750]
cv2.imwrite(img_name, img) cv2.imwrite(img_name, img)
os.popen('rm -f {}'.format(html_name))
return img_name return img_name
if __name__ == '__main__': if __name__ == '__main__':
......
jinjia2html.py
View file @ 159d5ea8
...@@ -46,15 +46,28 @@ contribution_decomposition = draw_contribution_chart(g_data['xlabels'], g_data[' ...@@ -46,15 +46,28 @@ contribution_decomposition = draw_contribution_chart(g_data['xlabels'], g_data['
single_fund_data_list = [] single_fund_data_list = []
portfolio_evaluation = portfolio_diagnose.old_portfolio_evaluation() portfolio_evaluation = portfolio_diagnose.old_portfolio_evaluation()
radar_chart_data = portfolio_diagnose.single_fund_radar() radar_chart_data = portfolio_diagnose.single_fund_radar()
# for one in radar_chart_data: for i in range(len(portfolio_evaluation)):
# print(gen_radar_chart(one)) single_fund_data_list.append({
radar_chart_path = gen_radar_chart(radar_chart_data[0]) 'fund_name': portfolio_evaluation[i]['name'],
single_fund_data_list.append({
'fund_name': radar_chart_data[0]['name'],
'status': '保留', 'status': '保留',
'evaluation': portfolio_evaluation[0]['data'], 'evaluation': portfolio_evaluation[i]['data'],
'radar_chart_path': radar_chart_path 'radar_chart_path': gen_radar_chart(radar_chart_data[i])
}) })
# 优化组合建议1 -- 新增基金
propose_fund_data_list = []
propose_fund_evaluation = portfolio_diagnose.propose_fund_evaluation()
propose_radar_chart_data = portfolio_diagnose.propose_fund_radar()
for i in range(len(propose_fund_evaluation)):
propose_fund_data_list.append({
'fund_name': propose_fund_evaluation[i]['name'],
'status': '保留',
'evaluation': propose_fund_evaluation[i]['data'],
'radar_chart_path': gen_radar_chart(propose_radar_chart_data[i])
})
print(propose_fund_data_list)
print(len(propose_fund_data_list))
now_month_income = int(group_result["cur_month_profit"]) # 本月收益 now_month_income = int(group_result["cur_month_profit"]) # 本月收益
now_year_income = int(group_result["cur_year_profit"]) # 今年累计收益 now_year_income = int(group_result["cur_year_profit"]) # 今年累计收益
totoal_rate_of_return = round((group_result['cumulative_return']-1)*100, 2) # 累计收益率 totoal_rate_of_return = round((group_result['cumulative_return']-1)*100, 2) # 累计收益率
...@@ -100,7 +113,8 @@ data = {'customer_name':'成龙', 'customer_gender':'女', ...@@ -100,7 +113,8 @@ data = {'customer_name':'成龙', 'customer_gender':'女',
'group_hoding_info': group_hoding_info, 'group_hoding_info': group_hoding_info,
'old_evaluation': old_evaluation, 'old_evaluation': old_evaluation,
'contribution_decomposition': contribution_decomposition, 'contribution_decomposition': contribution_decomposition,
'single_fund_data_list': single_fund_data_list 'single_fund_data_list': single_fund_data_list,
'propose_fund_data_list': propose_fund_data_list
} }
......
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