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彭熊
fund_report
Commits
f9396627
Commit
f9396627
authored
Nov 27, 2020
by
赵杰
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添加组合数据到html
parent
5d8b6382
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36 additions
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22 deletions
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-22
jinjia2html.py
jinjia2html.py
+36
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jinjia2html.py
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f9396627
...
...
@@ -16,42 +16,56 @@ print(d)
# 几月综述部分
total_cost
=
df
[
"total_cost"
]
/
10000
now_yield
=
round
((
df
[
'contribution_decomposition'
]
-
1
)
*
100
,
2
)
index_yield
=
round
((
df
[
"index_result"
][
"return_ratio"
]
-
1
)
*
100
,
2
)
now_withdrawal
=
round
(
df
[
"max_drawdown"
][
0
]
*
100
,
2
)
index_withdrawal
=
round
(
df
[
"index_result"
][
"max_drawdown"
][
0
]
*
100
,
2
)
monthly_return_performance_pic
=
'_'
.
join
((
ifa_id
,
customer_id
,
'20201109'
,
'monthly_return_performance.png'
))
image_dir
=
'./img/'
monthly_return_performance_pic
=
image_dir
+
monthly_return_performance_pic
# 组合数据
group_result
=
d
[
"default"
]
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
totoal_rate_of_return
=
round
((
group_result
[
'contribution_decomposition'
]
-
1
)
*
100
,
2
)
# 累计收益率
month_rise
=
round
(
group_result
[
"cur_month_profit_ratio"
]
*
100
,
2
)
# 本月涨幅
year_totoal_rate_of_return
=
round
(
group_result
[
"cur_year_profit_ratio"
]
*
100
,
2
)
# 今年累计收益率
annualised_return
=
round
(
group_result
[
"return_ratio_year"
]
*
100
,
2
)
# 年化收益率
volatility
=
round
(
group_result
[
"volatility"
]
*
100
,
2
)
max_withdrawal
=
round
(
group_result
[
"max_drawdown"
][
0
]
*
100
,
2
)
sharpe_ratio
=
round
(
group_result
[
"sharpe"
],
2
)
cost_of_investment
=
int
(
group_result
[
"total_cost"
])
# 投资成本
final_balance
=
int
(
group_result
[
"total_cost"
]
+
group_result
[
"cumulative_profit"
])
# 期末资产
total_profit
=
int
(
group_result
[
"cumulative_profit"
])
# 累计盈利
index_section_return
=
round
((
group_result
[
"index_result"
][
"return_ratio"
]
-
1
)
*
100
,
2
)
index_annualised_return
=
round
(
group_result
[
"index_result"
][
"return_ratio_year"
]
*
100
,
2
)
# 年化收益率
index_volatility
=
round
(
group_result
[
"index_result"
][
"volatility"
]
*
100
,
2
)
index_max_withdrawal
=
round
(
group_result
[
"index_result"
][
"max_drawdown"
][
0
]
*
100
,
2
)
index_sharpe_ratio
=
round
(
group_result
[
"index_result"
][
"sharpe"
],
2
)
# 全部数据
data
=
{
'customer_name'
:
'成龙'
,
'customer_gender'
:
'女'
,
'year_month'
:
'2020年10月'
,
'ifa_company'
:
'飞度工作室'
,
'title'
:
'10月综述'
,
'brand_name'
:
'飞度工作室'
,
'customer_old'
:
42
,
'customer_level'
:
'平衡型'
,
'position_years'
:
'5年'
,
'planned_allocation_amount'
:
2000.00
,
'now_allocation_amount'
:
total_cost
,
'now_yield'
:
now_yield
,
'expected_yield'
:
20
,
'now_withdrawal'
:
now_withdrawal
,
'expected_withdrawal'
:
20
,
'now_year_income'
:
172623
,
'now_month_income'
:
94477
,
'totoal_rate_of_return'
:
19.99
,
'month_rise'
:
19.99
,
'year_totoal_rate_of_return'
:
19.32
,
'annualised_return'
:
56.19
,
'cost_of_investment'
:
1000000
,
'final_balance'
:
2000400
,
'total_profit'
:
172623
,
'latest_worth_day'
:
'2020-11-05'
,
'index_comparison'
:{
'section_return'
:
5.75
,
'annualized_returns'
:
0.40
,
'volatility'
:
2.29
,
'max_withdrawal'
:
2.15
,
'sharpe_ratio'
:
3.05
},
'index_comparison_500'
:{
'section_return'
:
5.75
,
'annualized_returns'
:
0.40
,
'volatility'
:
2.29
,
'max_withdrawal'
:
2.15
,
'sharpe_ratio'
:
3.05
},
'monthly_return_performance_pic'
:
monthly_return_performance_pic
'now_allocation_amount'
:
total_cost
,
'now_yield'
:
now_yield
,
'index_yield'
:
index_yield
,
'expected_yield'
:
20
,
'now_withdrawal'
:
now_withdrawal
,
'index_withdrawal'
:
index_withdrawal
,
'expected_withdrawal'
:
20
,
'now_year_income'
:
now_year_income
,
'now_month_income'
:
now_month_income
,
'totoal_rate_of_return'
:
totoal_rate_of_return
,
'month_rise'
:
month_rise
,
'year_totoal_rate_of_return'
:
year_totoal_rate_of_return
,
'annualised_return'
:
annualised_return
,
'cost_of_investment'
:
cost_of_investment
,
'final_balance'
:
final_balance
,
'total_profit'
:
total_profit
,
'latest_worth_day'
:
'2020-11-05'
,
'index_comparison'
:{
'section_return'
:
totoal_rate_of_return
,
'annualized_returns'
:
annualised_return
,
'volatility'
:
volatility
,
'max_withdrawal'
:
max_withdrawal
,
'sharpe_ratio'
:
sharpe_ratio
},
'index_comparison_500'
:{
'section_return'
:
index_section_return
,
'annualized_returns'
:
index_annualised_return
,
'volatility'
:
index_volatility
,
'max_withdrawal'
:
index_max_withdrawal
,
'sharpe_ratio'
:
index_sharpe_ratio
},
'monthly_return_performance_pic'
:
monthly_return_performance_pic
,
}
...
...
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