Skip to content
Projects
Groups
Snippets
Help
Loading...
Help
Sign in
Toggle navigation
F
fund_report
Project
Project
Details
Activity
Cycle Analytics
Repository
Repository
Files
Commits
Branches
Tags
Contributors
Graph
Compare
Charts
Issues
0
Issues
0
List
Board
Labels
Milestones
Merge Requests
0
Merge Requests
0
CI / CD
CI / CD
Pipelines
Jobs
Schedules
Charts
Packages
Packages
Wiki
Wiki
Snippets
Snippets
Members
Members
Collapse sidebar
Close sidebar
Activity
Graph
Charts
Create a new issue
Jobs
Commits
Issue Boards
Open sidebar
彭熊
fund_report
Commits
6af8acdf
Commit
6af8acdf
authored
Dec 02, 2020
by
pengxiong@wealthgrow.cn
Browse files
Options
Browse Files
Download
Email Patches
Plain Diff
模版2
parent
ee38ad4d
Hide whitespace changes
Inline
Side-by-side
Showing
2 changed files
with
6 additions
and
24 deletions
+6
-24
monthReport.html
app/templates/monthReport.html
+3
-24
jinjia2html.py
jinjia2html.py
+3
-0
No files found.
app/templates/monthReport.html
View file @
6af8acdf
...
...
@@ -2345,35 +2345,14 @@
<div
class=
"comment_tri"
></div>
</div>
<div
class=
"comment_content"
>
{% for eval in old_evaluation %}
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
1、组合构建于XXXX年XX月,至今已运行XX个月。投入成本为XXXX万元,截止XXXX年XX月XX日,整体盈利XX万元,整体表现
<span
class=
"comment_tag_red"
>
优秀
</span>
/
<span
class=
"comment_tag_red"
>
良好
</span>
/
<span
class=
"comment_tag_green"
>
一般
</span>
/
<span
class=
"comment_tag_green"
>
合格
</span>
/
<span
class=
"comment_tag_green"
>
较差
</span>
,
回撤控制能力
<span
class=
"comment_tag_red"
>
优秀
</span>
/
<span
class=
"comment_tag_red"
>
良好
</span>
/
<span
class=
"comment_tag_green"
>
一般
</span>
/
<span
class=
"comment_tag_green"
>
合格
</span>
/
<span
class=
"comment_tag_green"
>
较差
</span>
;
</div>
</div>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
2、组合共持有7只基金,XX和XX两只产品收益稳健,对组合的收益率贡献明显,6只基金取得正收益【根据情况变化】,2只基金综合得分较低建议更换,1只基金因为成立时间较短,暂不做评价;
</div>
</div>
<div
class=
"comment_item"
>
<div
class=
"comment_dot"
></div>
<div
class=
"comment_text"
>
3、策略角度来看,组合涵盖了管理期货及全市场套利策略【说明:二级分类】,以管理期货【说明:二级分类】为主,策略上有一定分散【根据情况变化】,从组合的相关性矩阵来看,XX和XX相关性较高,建议调整组合配比;
{{eval}}
</div>
</div>
{% endfor %}
</div>
</div>
</div>
...
...
jinjia2html.py
View file @
6af8acdf
...
...
@@ -35,6 +35,8 @@ monthly_return_performance_pic = draw_month_return_chart(xlabels, product_list,
# 组合数据
group_result
=
d
[
"default"
]
print
(
group_result
)
# 持仓组合点评
old_evaluation
=
portfolio_diagnose
.
old_evaluation
(
'default'
,
group_result
,
user_customer
)
# 贡献分解
g_data
=
group_result
[
"contribution_decomposition"
]
...
...
@@ -96,6 +98,7 @@ data = {'customer_name':'成龙', 'customer_gender':'女',
'monthly_return_performance_pic'
:
monthly_return_performance_pic
,
'group_nav_info'
:
group_nav_info
,
'group_hoding_info'
:
group_hoding_info
,
'old_evaluation'
:
old_evaluation
,
'contribution_decomposition'
:
contribution_decomposition
,
'single_fund_data_list'
:
single_fund_data_list
}
...
...
Write
Preview
Markdown
is supported
0%
Try again
or
attach a new file
Attach a file
Cancel
You are about to add
0
people
to the discussion. Proceed with caution.
Finish editing this message first!
Cancel
Please
register
or
sign in
to comment