持仓组合点评

parent 29d64420
......@@ -573,14 +573,14 @@ class PortfolioDiagnose(object):
z_score_evaluate = evaluate_enum[0][z_score_level]
drawdown_evaluate = evaluate_enum[1][drawdown_level]
if z_score_evaluate in ["优秀", "良好"]:
z_score_evaluate = """<span class="self_description_red">{}</span>""".format(z_score_evaluate)
z_score_evaluate = """<span class="comment_tag_red">{}</span>""".format(z_score_evaluate)
else:
z_score_evaluate = """<span class="self_description_green">{}</span>""".format(z_score_evaluate)
z_score_evaluate = """<span class="comment_tag_green">{}</span>""".format(z_score_evaluate)
if drawdown_evaluate in ["优秀", "良好"]:
drawdown_evaluate = """<span class="self_description_red">{}</span>""".format(drawdown_evaluate)
drawdown_evaluate = """<span class="comment_tag_red">{}</span>""".format(drawdown_evaluate)
else:
drawdown_evaluate = """<span class="self_description_green">{}</span>""".format(drawdown_evaluate)
drawdown_evaluate = """<span class="comment_tag_green">{}</span>""".format(drawdown_evaluate)
sentence = {
1: "1、组合构建于{}年{}月,至今已运行{}个月。投入成本为{}万元,截止{}年{}月{}日,整体盈利{}万元,整体表现{},回撤控制能力{};\n",
......@@ -746,10 +746,10 @@ portfolio = ['HF00002JJ2', 'HF00005DBQ', 'HF0000681Q', 'HF00006693', 'HF00006AZF
portfolio_diagnose = PortfolioDiagnose(client_type=1, portfolio=portfolio, invest_amount=10000000)
portfolio_diagnose.optimize()
if __name__ == '__main__':
print(portfolio_diagnose.single_fund_radar())
# print(portfolio_diagnose.single_fund_radar())
# print(portfolio_diagnose.propose_fund_radar())
# print(portfolio_diagnose.old_portfolio_evaluation())
# print('旧组合相关性:', portfolio_diagnose.old_correlation)
# print('新组合相关性:', portfolio_diagnose.new_correlation)
# print('旧组合个基评价:', portfolio_diagnose.old_portfolio_evaluation())
# print('新组合个基评价:', portfolio_diagnose.propose_fund_evaluation())
print('新组合个基评价:', portfolio_diagnose.propose_fund_evaluation())
......@@ -34,9 +34,9 @@ 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)
old_evaluation = portfolio_diagnose.old_evaluation('default', d, user_customer)
# 贡献分解
g_data = group_result["contribution_decomposition"]
......
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