模版2

parent ee38ad4d
......@@ -2345,35 +2345,14 @@
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{% for eval in old_evaluation %}
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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>
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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;
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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}}
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{% endfor %}
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......
......@@ -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
}
......
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