Skip to content

F
fund_report
Commit feef4557 authored by pengxiong@wealthgrow.cn's avatar pengxiong@wealthgrow.cn
Browse files
Options

模版

parent 1efe45c1
Hide whitespace changes
Inline Side-by-side
Showing with 54 additions and 76 deletions
app/service/portfolio_diagnose.py
View file @ feef4557
......@@ -649,10 +649,10 @@ 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('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())
app/templates/monthReport.html
View file @ feef4557
......@@ -2505,6 +2505,7 @@
</div>
<div class="content_wrap">
<ul class="geji_list_wrap">
{% for single_fund in single_fund_data_list %}
<li class="self_item">
<table>
<tr>
......@@ -2512,62 +2513,18 @@
<div class="self_item_left">
<div class="self_header">
<div class="self_title">
远澜银杏 1 号
{{single_fund.fund_name}}
<div class="self_title_tri"></div>
</div>
<div class="self_type yellow">
保留
{{single_fund.status}}
</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；
{{single_fund.evaluation}}
</div>
</div>
</div>
......@@ -2575,12 +2532,13 @@
</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">
<img src={{single_fund.radar_chart_path}} alt="" class="self_img">
</div>
</td>
</tr>
</table>
</li>
{% endfor %}
<li class="self_item">
<table>
<tr>
......
app/utils/radar_chart.py
View file @ feef4557
......@@ -6,34 +6,38 @@
# @Email : acepengxiong@163.com
# @Software : PyCharm
# -----------------------------------------------------------------------------
from io import BytesIO, StringIO
import imgkit
import pyecharts.options as opts
from pyecharts.charts import Radar, Bar
from snapshot_phantomjs import snapshot
from pyecharts.render import make_snapshot
import uuid
import cv2
from app.api.engine import work_dir
def gen_radar_chart():
def gen_radar_chart(radar_chart_data):
"""
Gallery 使用 pyecharts 1.1.0
参考地址: https://echarts.apache.org/examples/editor.html?c=radar
目前无法实现的功能:
1、雷达图周围的图例的 textStyle 暂时无法设置背景颜色
"""
v1 = [[4300, 10000, 28000, 35000, 50000]]
htmldata = StringIO()
# v1 = [[4300, 10000, 28000, 35000, 50000]]
radar_chart = radar_chart_data['data'][0:5]
v1 = [[data['data'] for data in radar_chart]]
print(radar_chart)
radar = Radar(
init_opts=opts.InitOpts(bg_color="#fff", animation_opts=opts.AnimationOpts(animation=False))).add_schema(
schema=[
opts.RadarIndicatorItem(name="绝对收益", max_=6500),
opts.RadarIndicatorItem(name="业绩持续性", max_=16000),
opts.RadarIndicatorItem(name="风险调整后收益", max_=30000),
opts.RadarIndicatorItem(name="极端风险", max_=38000),
opts.RadarIndicatorItem(name="抗风险能力", max_=52000),
opts.RadarIndicatorItem(name="绝对收益", max_=100),
opts.RadarIndicatorItem(name="抗风险能力", max_=100),
opts.RadarIndicatorItem(name="极端风险", max_=100),
opts.RadarIndicatorItem(name="风险调整后收益", max_=100),
opts.RadarIndicatorItem(name="业绩持续性", max_=100),
],
# schema=[
# opts.RadarIndicatorItem(name=data['name'], max_=float(data['data'])) for data in radar_chart
# ],
splitarea_opt=opts.SplitAreaOpts(
is_show=True, areastyle_opts=opts.AreaStyleOpts(opacity=1, color=[
'rgba(198, 167, 116, 0.5)',
......@@ -51,7 +55,7 @@ def gen_radar_chart():
tooltip_opts=None
).set_series_opts(label_opts=opts.LabelOpts(is_show=False)).set_global_opts(
title_opts=opts.TitleOpts(
title="综合评分", subtitle="66.32", pos_top="center", pos_left="46%",
title="综合评分", subtitle=radar_chart_data['data'][5]['data'], pos_top="center", pos_left="46%",
title_textstyle_opts={'color': '#333',
'fontSize': 18,
'lineHeight': 20,
......@@ -64,21 +68,20 @@ def gen_radar_chart():
}),
legend_opts=opts.LegendOpts(selected_mode=False, is_show=False)
)
radar.render()
imgkit.from_file('render.html', "radar_chart.png")
html_name = work_dir + '/app/html/' + str(uuid.uuid4()) + '.html'
img_name = work_dir + '/app/html/img/radar_chart_' + str(uuid.uuid4()) + '.png'
radar.render(html_name)
imgkit.from_file(html_name, img_name)
# 读取图片
img = cv2.imread('radar_chart.png')
img = cv2.imread(img_name)
# 获取宽度和高度
height = len(img)
width = len(img[0])
img = img[height:height, 200:800]
height = len(img)
width = len(img[0])
print('图片大小%dX%d' % (width, height))
cv2.imshow('radar_chart.png', img)
cv2.waitKey(0)
img = img[0:height, 160:750]
cv2.imwrite(img_name, img)
return img_name
if __name__ == '__main__':
gen_radar_chart()
\ No newline at end of file
jinjia2html.py
View file @ feef4557
from jinja2 import PackageLoader, Environment
from app.service.portfolio_diagnose import portfolio_diagnose
from app.service.result_service import UserCustomerResultAdaptor
import numpy as np
# 准备数据
from app.utils.draw import draw_month_return_chart, draw_contribution_chart
from app.utils.radar_chart import gen_radar_chart
ifa_id = 'USER_INFO15914346866762'
customer_id = '202009281545001'
......@@ -37,6 +40,19 @@ print(group_result)
g_data = group_result["contribution_decomposition"]
contribution_decomposition = draw_contribution_chart(g_data['xlabels'], g_data['product_list'], g_data['cumulative'])
# 个基点评
single_fund_data_list = []
portfolio_evaluation = portfolio_diagnose.old_portfolio_evaluation()
radar_chart_data = portfolio_diagnose.single_fund_radar()
# for one in radar_chart_data:
# print(gen_radar_chart(one))
radar_chart_path = gen_radar_chart(radar_chart_data[0])
single_fund_data_list.append({
'fund_name': radar_chart_data[0]['name'],
'status': '保留',
'evaluation': portfolio_evaluation[0]['data'],
'radar_chart_path': radar_chart_path
})
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['cumulative_return']-1)*100, 2) # 累计收益率
......@@ -80,7 +96,8 @@ 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,
'contribution_decomposition': contribution_decomposition
'contribution_decomposition': contribution_decomposition,
'single_fund_data_list': single_fund_data_list
}
......
Markdown is supported
0% or
You are about to add 0 people to the discussion. Proceed with caution.
Finish editing this message first!
Please register or to comment