客製化看盤儀表板

客製化看盤儀表板、並在 local 架設 web

K 線

from pathlib import Path

from flask import Flask, render_template, request
from loguru import logger
from pyecharts.charts import Page

import FinMind
from FinMind import plotting
from FinMind.data import DataLoader


def get_path():
     path = Path(FinMind.__file__)
     path = path.parent.joinpath("templates")
     return path


PATH = get_path()


def kline(data_loader: DataLoader, stock_id: str, start_date: str, end_date: str):
     stock_data = data_loader.taiwan_stock_daily(stock_id, start_date, end_date)
     stock_data = data_loader.feature.add_kline_institutional_investors(
          stock_data
     )
     stock_data = data_loader.feature.add_kline_margin_purchase_short_sale(
          stock_data
     )
     # 繪製k線圖
     kline_plot = plotting.kline(stock_data)
     return kline_plot

月營收、長條圖

def bar(data_loader: DataLoader, stock_id: str, start_date: str, end_date: str):
     df = data_loader.taiwan_stock_month_revenue(
          stock_id=stock_id, start_date=start_date, end_date=end_date
     )
     df["labels"] = (
          df[["revenue_year", "revenue_month"]]
          .astype(str)
          .apply(lambda date: f"{date[0]}-{date[1]}M", axis=1)
     )
     df["series"] = df["revenue"].map(lambda value: round(value * 1e-8, 2))
     bar_plot = plotting.bar(
          labels=df["labels"],
          series=df["series"],
          title="月營收",
          yaxis_color="orange",
          y_axis_name="億",
     )
     return bar_plot

外資持股比例、線圖

def line(data_loader: DataLoader, stock_id: str, start_date: str, end_date: str):
     df = data_loader.taiwan_stock_shareholding(
          stock_id=stock_id, start_date=start_date, end_date=end_date
     )
     df["series"] = df["ForeignInvestmentSharesRatio"].map(
          lambda value: round(value * 1e-2, 2)
     )
     df["labels"] = df["date"]
     line_plot = plotting.line(
          labels=df["labels"],
          series=df["series"],
          title="外資持股比例",
          yaxis_color="blue",
          y_axis_name="",
     )
     return line_plot

股權分散表、圓餅圖

def pie(data_loader: DataLoader, stock_id: str, start_date: str, end_date: str):
     df = data_loader.taiwan_stock_holding_shares_per(
          stock_id=stock_id, start_date=start_date, end_date=end_date
     )
     df = df[df["date"] == max(df["date"])]
     df = df[df["HoldingSharesLevel"] != "total"]
     df["labels"] = df["HoldingSharesLevel"]
     df["series"] = df["percent"]
     pie_plot = plotting.pie(
          labels=df["labels"], series=df["series"], title="股權分散表"
     )
     return pie_plot

合併成 dashboard

def dashboard(stock_id: str, start_date: str, end_date: str):
     data_loader = DataLoader()
     page = Page(layout=Page.SimplePageLayout)
     page.add(
          kline(data_loader, stock_id, start_date, end_date),
          bar(data_loader, stock_id, start_date, end_date),
          line(data_loader, stock_id, start_date, end_date),
          pie(data_loader, stock_id, start_date, end_date),
     )
     dashboard_html_path = str(PATH.joinpath("dashboard.html"))
     post_html_path = str(PATH.joinpath("post.html"))
     page.render(dashboard_html_path)
     post_html = open(post_html_path, "r", encoding="utf-8").read()
     dashboard_html = open(dashboard_html_path, "r", encoding="utf-8").read()
     html = post_html.replace("DASHBOARD", dashboard_html)
     with open(dashboard_html_path, "w", encoding="utf-8") as e:
          e.write(html)

用 flask run web

app = Flask(__name__, template_folder=str(PATH))


@app.route("/", methods=["GET", "POST"])
def submit():
     if request.method == "POST":
          stock_id = request.form.get("stock_id")
          start_date = request.form.get("start_date")
          end_date = request.form.get("end_date")
          logger.info(stock_id)
          dashboard(stock_id=stock_id, start_date=start_date, end_date=end_date)
          return render_template("dashboard.html")
     return render_template("post.html")


app.run(host="0.0.0.0", debug=True)