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Commit b06541db authored by stephen.wang's avatar stephen.wang
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更新config -> 增加web_overviews(FT行銷頁面) 

更新recomm_reason.py
新增looprun_main -> 通過變更.env來run main.py
parent ef51eb25
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Showing with 161 additions and 38 deletions
config-emmarket_prr4.yml
View file @ b06541db
......@@ -172,6 +172,8 @@ reports: # 报告模块相关
end: 2020-03-23
- start: 2022-01-03
end: 2022-10-12
- start: 2025-02-19
end: 2025-04-08
relative-range: # 相对区间收益率
range-dates: # 相对时间周期
- days: 1
......@@ -216,13 +218,14 @@ reports: # 报告模块相关
# - year-div-rate-report # 年度配息率比较
real-daily:
file-name: EMFoF_prr4(實盤)-每月投組推薦
save-path: ${EXPORT_PATH:excels}
include-report:
# - daily-hold-report
- daily-signal-report
# - daily-mpt-report
- daily-mpt-report
email:
receives: ${REAL_EMAIL_RECEIVES:['brody_wu@chifufund.com']}
copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
# copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
subject:
# default: "EMFoF_prr4(實盤)-每日投組推薦_{today}"
rebalance: "EMFoF_prr4(實盤)-每月投組推薦_{today}"
......@@ -254,11 +257,18 @@ robo-executor: # 执行器相关
sealing-period: 10 #调仓封闭期
start-step: ${BACKTEST_START_STEP:1} # 回测从哪一步开始执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
end-step: ${BACKTEST_END_STEP:3} # 回测从哪一步执行完成后结束执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
clean-up: off
clean-up: ${CLEAN_UP:off}
real: # 实盘执行器
export: ${EXPORT_ENABLE:on} # 是否开启报告
start-date: 2023-05-08 # 实盘开始时间
include-date: []
#web:
# guid: 2CB50688-96F8-4C3E-87AB-6DEE2B4713B1
# port: 8081
# save-path: ${EXPORT_PATH:json}
# name: "美國MAGA投組"
# feature: "美國產業 x 全球龍頭 x 長期布局首選"
# tag: "人氣話題"
......
config-industryfund.yml
View file @ b06541db
......@@ -156,12 +156,16 @@ reports: # 报告模块相关
end: 2013-06-24
- start: 2014-09-03
end: 2014-12-16
- start: 2015-04-28
end: 2016-01-21
- start: 2018-01-26
end: 2018-10-29
- start: 2020-01-20
- start: 2015-05-21
end: 2016-02-11
- start: 2018-09-20
end: 2018-12-24
- start: 2020-02-19
end: 2020-03-23
- start: 2022-01-03
end: 2022-10-12
- start: 2025-02-19
end: 2025-04-08
relative-range: # 相对区间收益率
range-dates: # 相对时间周期
- days: 1
......@@ -206,13 +210,14 @@ reports: # 报告模块相关
# - year-div-rate-report # 年度配息率比较
real-daily:
file-name: IndustryFoF_prr5(實盤)-每月投組推薦
save-path: ${EXPORT_PATH:excels}
include-report:
# - daily-hold-report
- daily-signal-report
- daily-mpt-report
email:
receives: ${REAL_EMAIL_RECEIVES:['brody_wu@chifufund.com']}
copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
# copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
subject:
# default: "ROBO6_TAIBEI-实盘版-每日投組推薦_{today}"
rebalance: "IndustryFoF_prr5(實盤)-每月投組推薦_{today}"
......@@ -240,11 +245,11 @@ robo-executor: # 执行器相关
sync-data: ${SYNC_DATA:on} # 是否开启同步资料数据
backtest: # 回测执行器相关
start-date: 2013-01-02 # 回测起始日期
end-date: 2025-05-30 # 回测截止日期
end-date: 2025-06-26 # 回测截止日期
sealing-period: 10 #调仓封闭期
start-step: ${BACKTEST_START_STEP:1} # 回测从哪一步开始执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
end-step: ${BACKTEST_END_STEP:3} # 回测从哪一步执行完成后结束执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
clean-up: off
clean-up: ${CLEAN_UP:off}
real: # 实盘执行器
export: ${EXPORT_ENABLE:on} # 是否开启报告
start-date: 2023-05-08 # 实盘开始时间
......@@ -253,5 +258,8 @@ web:
guid: D0FE0BF1-14F8-4350-833C-FD77AEE73E7A
port: 8082
save-path: ${EXPORT_PATH:json}
name: "科技帶路投組"
feature: "科技為主 x 其他產業為輔 x 風險調控"
tag: "卡位時機"
config-lowrisk_rr3.yml
View file @ b06541db
......@@ -178,6 +178,8 @@ reports: # 报告模块相关
end: 2020-03-23
- start: 2022-01-03
end: 2022-10-12
- start: 2025-02-19
end: 2025-04-08
relative-range: # 相对区间收益率
range-dates: # 相对时间周期
- days: 1
......@@ -222,13 +224,14 @@ reports: # 报告模块相关
# - year-div-rate-report # 年度配息率比较
real-daily:
file-name: LowriskFoF_rr3(實盤)-每月投組推薦
save-path: ${EXPORT_PATH:excels}
include-report:
# - daily-hold-report
- daily-signal-report
- daily-mpt-report
email:
receives: ${REAL_EMAIL_RECEIVES:['brody_wu@chifufund.com']}
copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
# copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
subject:
# default: "LowriskFoF_rr3(實盤)-每日投組推薦_{today}"
rebalance: "LowriskFoF_rr3(實盤)-每月投組推薦_{today}"
......@@ -256,11 +259,11 @@ robo-executor: # 执行器相关
sync-data: ${SYNC_DATA:on} # 是否开启同步资料数据
backtest: # 回测执行器相关
start-date: 2013-01-02 # 回测起始日期
end-date: 2025-04-30 # 回测截止日期
end-date: 2025-06-26 # 回测截止日期
sealing-period: 10 #调仓封闭期
start-step: ${BACKTEST_START_STEP:1} # 回测从哪一步开始执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
end-step: ${BACKTEST_END_STEP:3} # 回测从哪一步执行完成后结束执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
clean-up: off
clean-up: ${CLEAN_UP:off}
real: # 实盘执行器
export: ${EXPORT_ENABLE:on} # 是否开启报告
start-date: 2023-05-08 # 实盘开始时间
......@@ -269,7 +272,9 @@ web:
guid: AB088E61-FAB1-4466-B6AD-6E8AE253391E
port: 8080
save-path: ${EXPORT_PATH:json}
name: "債幣低波動投組"
feature: "債券 x 貨幣基金靈活調配，穩中有機會"
tag: "parking精選"
config-mdis_prr3.yml
View file @ b06541db
......@@ -30,10 +30,10 @@ py-jftech:
level: ${LOG_LEVEL:INFO}
handlers: ${LOG_HANDLERS:[ console ]}
database:
host: ${MYSQL_HOST:192.168.68.121}
host: ${MYSQL_HOST:192.168.68.85}
port: ${MYSQL_PORT:3306}
user: ${MYSQL_USER:root}
password: ${MYSQL_PWD:12345678}
password: ${MYSQL_PWD:changeit}
dbname: ${MYSQL_DBNAME:mdis_prr3} # mdis_prr3
injectable:
names:
......@@ -170,6 +170,8 @@ reports: # 报告模块相关
end: 2020-03-23
- start: 2022-01-03
end: 2022-10-12
- start: 2025-02-19
end: 2025-04-08
relative-range: # 相对区间收益率
range-dates: # 相对时间周期
- days: 1
......@@ -218,7 +220,7 @@ reports: # 报告模块相关
include-report:
# - daily-hold-report
- daily-signal-report
# - daily-mpt-report
- daily-mpt-report
email:
receives: ${REAL_EMAIL_RECEIVES:['brody_wu@chifufund.com']}
copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
......@@ -249,22 +251,22 @@ robo-executor: # 执行器相关
sync-data: ${SYNC_DATA:on} # 是否开启同步资料数据
backtest: # 回测执行器相关
start-date: 2013-01-02 # 回测起始日期
end-date: 2025-05-30 # 回测截止日期
end-date: 2025-06-26 # 回测截止日期
sealing-period: 10 #调仓封闭期
start-step: ${BACKTEST_START_STEP:1} # 回测从哪一步开始执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
end-step: ${BACKTEST_END_STEP:3} # 回测从哪一步执行完成后结束执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
clean-up: off
clean-up: ${CLEAN_UP:off}
real: # 实盘执行器
export: ${EXPORT_ENABLE:on} # 是否开启报告
start-date: 2023-05-08 # 实盘开始时间
include-date: []
web:
guid: AB088E61-FAB1-4466-B6AD-6E8AE253391E
port: 8080
save-path: ${EXPORT_PATH:json}
name: "科技帶路投組"
feature: "科技為主 x 其他產業為輔 x 風險調控"
tag: "卡位時機"
#web:
# guid: AB088E61-FAB1-4466-B6AD-6E8AE253391E
# port: 8080
# save-path: ${EXPORT_PATH:json}
# name: "科技帶路投組"
# feature: "科技為主 x 其他產業為輔 x 風險調控"
# tag: "卡位時機"
config-usmarket_prr4.yml
View file @ b06541db
......@@ -59,9 +59,12 @@ basic: # 基础信息模块
excludes: # 排除的资料彭博ticker
backtest:
- 'LCUAGAA ID Equity' # 美盛凱利美國積極成長基金 A 美元 累積
# - 'TEMFHAC LX Equity' # 富蘭克林坦伯頓全球投資系列-公司債基金 美元A(acc)股 -> 20240722起可一般申购
- 'FRAIAAU LX Equity' # 富蘭克林坦伯頓全球投資系列-創新科技基金 美元A(acc)股
- 'FKRCX US Equity' # 富蘭克林黃金基金 美元 A(Ydis)
real:
- 'LCUAGAA ID Equity' # 美盛凱利美國積極成長基金 A 美元 累積
- 'FRAIAAU LX Equity' # 富蘭克林坦伯頓全球投資系列-創新科技基金 美元A(acc)股
- 'FKRCX US Equity' # 富蘭克林黃金基金 美元 A(Ydis)
navs: # 净值模块
exrate: # 汇率，如果不开启，整个这块注释掉
- from: EUR # 需要转换的货币类型
......@@ -157,12 +160,16 @@ reports: # 报告模块相关
end: 2013-06-24
- start: 2014-09-03
end: 2014-12-16
- start: 2015-04-28
end: 2016-01-21
- start: 2018-01-26
end: 2018-10-29
- start: 2020-01-20
- start: 2015-05-21
end: 2016-02-11
- start: 2018-09-20
end: 2018-12-24
- start: 2020-02-19
end: 2020-03-23
- start: 2022-01-03
end: 2022-10-12
- start: 2025-02-19
end: 2025-04-08
relative-range: # 相对区间收益率
range-dates: # 相对时间周期
- days: 1
......@@ -207,13 +214,14 @@ reports: # 报告模块相关
# - year-div-rate-report # 年度配息率比较
real-daily:
file-name: USFoF_prr4(實盤)-每月投組推薦
save-path: ${EXPORT_PATH:excels}
include-report:
# - daily-hold-report
- daily-signal-report
# - daily-mpt-report
- daily-mpt-report
email:
receives: ${REAL_EMAIL_RECEIVES:['brody_wu@chifufund.com']}
copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
# copies: ${REAL_EMAIL_COPIES:['wenwen.tang@thizgroup.com']}
subject:
# default: "USFoF_prr4(實盤)-每日投組推薦_{today}"
rebalance: "USFoF_prr4(實盤)-每月投組推薦_{today}"
......@@ -241,11 +249,11 @@ robo-executor: # 执行器相关
sync-data: ${SYNC_DATA:on} # 是否开启同步资料数据
backtest: # 回测执行器相关
start-date: 2013-01-02 # 回测起始日期
end-date: 2025-02-28 # 回测截止日期
end-date: 2025-06-26 # 回测截止日期
sealing-period: 10 #调仓封闭期
start-step: ${BACKTEST_START_STEP:1} # 回测从哪一步开始执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
end-step: ${BACKTEST_END_STEP:3} # 回测从哪一步执行完成后结束执行 1:计算资产池；2:计算最优投组：3:计算再平衡信号以及持仓投组
clean-up: off
clean-up: ${CLEAN_UP:off}
real: # 实盘执行器
export: ${EXPORT_ENABLE:on} # 是否开启报告
start-date: 2023-05-08 # 实盘开始时间
......@@ -254,6 +262,9 @@ web:
guid: 2CB50688-96F8-4C3E-87AB-6DEE2B4713B1
port: 8081
save-path: ${EXPORT_PATH:json}
name: "美國MAGA投組"
feature: "美國產業 x 全球龍頭 x 長期布局首選"
tag: "人氣話題"
looprun_main.py 0 → 100644
View file @ b06541db
import os
import re
import subprocess
import sys
from datetime import datetime
def run_main(pyfile='main.py'):
"""运行指定程序"""
try:
# 执行原程序
print(f"[{datetime.now()}] 开始执行{pyfile}程序...")
result = subprocess.run(
[sys.executable, pyfile], # 请替换为实际的主程序文件名
capture_output=True,
text=True,
check=True
)
print(f"[{datetime.now()}] 程序执行完成")
print("标准输出:", result.stdout)
if result.stderr:
print("标准错误:", result.stderr)
return True
except subprocess.CalledProcessError as e:
print(f"[{datetime.now()}] {pyfile}程序执行失败: {e}")
print("错误输出:", e.stderr)
return False
except Exception as e:
print(f"[{datetime.now()}] {pyfile}执行过程中发生未知错误: {e}")
return False
def update_env_variable(env_path='.env', key='PROFILE_ACTIVE', new_value='new_value'):
"""
更新.env文件中的指定环境变量
参数:
env_path: .env文件路径
key: 要更新的环境变量名
new_value: 新的环境变量值
"""
# 检查文件是否存在
if not os.path.exists(env_path):
print(f"错误: {env_path} 文件不存在")
return False
# 读取文件内容
with open(env_path, 'r', encoding='utf-8') as file:
content = file.read()
# 使用正则表达式查找并替换目标变量
pattern = rf'^{key}\s*=\s*(\w+)$'
replacement = f'{key}={new_value}'
# 替换匹配的行
updated_content = re.sub(pattern, replacement, content, flags=re.MULTILINE)
# 判断内容是否变化，有则写入更新后的内容
if content == updated_content:
print(f"内容没有变化 {env_path} 文件: {key}={new_value}")
else:
# 写入更新后的内容
with open(env_path, 'w', encoding='utf-8') as file:
file.write(updated_content)
print(f"已成功更新 {env_path} 文件: {key}={new_value}")
return True
if __name__ == "__main__":
# 更新.env
profile_active = [
'industryfund',
'usmarket_prr4',
'lowrisk_rr3',
'mdis_prr3',
'emmarket_prr4',
]
for pa in profile_active:
update_env_variable(
env_path='.env', # .env文件路径
key='PROFILE_ACTIVE', # 要更新的变量名
new_value=pa # 新的变量值
)
# 运行main.py
run_main(pyfile='main.py')
\ No newline at end of file
web/recomm_reason.py
View file @ b06541db
......@@ -57,6 +57,6 @@ if __name__ == '__main__':
'2CB50688-96F8-4C3E-87AB-6DEE2B4713B1',
'D0FE0BF1-14F8-4350-833C-FD77AEE73E7A'
]
note_review = pd.read_excel('./json/主題式投資組合配置說明_0625v1(正式送審).xlsx', sheet_name='note_review')
note_review = pd.read_excel('./json/Outlook_Porfolio_2025_0602.xlsx', sheet_name='每月配置說明')
# 更新說明
recomm_reason = recomm_reason(filelist, note_review)
\ No newline at end of file
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