def _init_menu_widgets(self):
self.setObjectName('root')
self.title = factories.atomic_widget_factory(component='title',
title=settings.APP_NAME)
self.function_menu = factories.layout_factory(layout='vertical-box')
self.function_menu.setObjectName('grand-child')
self.function_title_container = factories.layout_factory(
layout='horizontal-box')
self.function_title = factories.atomic_widget_factory(
component='heading', title='Functions')
self.function_hide_button = factories.atomic_widget_factory(
component='hide-button', title=None)
self.widget_buttons = [
factories.atomic_widget_factory(component='button',
title=function['name'])
for function in definitions.FUNC_WIDGETS.values()
]
self.exit_button = factories.atomic_widget_factory(component='button',
title="Exit")
self.function_widgets = [
function['class']('great-grand-child', self)
for function in definitions.FUNC_WIDGETS.values()
]
self.display_pane = factories.layout_factory(layout='vertical-box')
self.display_pane.setObjectName('grand-child')
self.container_pane = factories.layout_factory(layout='horizontal-box')
self.container_pane.setObjectName('child')
self.setLayout(QtWidgets.QVBoxLayout())
def calculate(self):
if self.table_widget.table.isVisible():
self.table_widget.table.clear()
self.table_widget.table.hide()
symbols = self.arg_widget.get_symbol_input()
if len(symbols) > 1:
self.table_widget.init_table(rows=symbols, columns=symbols)
matrix = statistics.correlation_matrix(
tickers=symbols,
start_date=self.arg_widget.get_control_input('start_date'),
end_date=self.arg_widget.get_control_input('end_date'))
for i in range(0, len(symbols)):
for j in range(i, len(symbols)):
item_upper = factories.atomic_widget_factory(
component='table-item',
title=helper.format_float_percent(matrix[i][j]))
item_lower = factories.atomic_widget_factory(
component='table-item',
title=helper.format_float_percent(matrix[j][i]))
self.table_widget.table.setItem(j, i, item_upper)
self.table_widget.table.setItem(i, j, item_lower)
else:
print('error handling goes here')
self.table_widget.show_table()
self.arg_widget.fire()
def _init_widgets(self, widget_title: str) -> None:
self.title_container = factories.layout_factory(
layout='horizontal-box')
self.title = factories.atomic_widget_factory(
component='heading', title=widget_title)
self.download_button = factories.atomic_widget_factory(
component='download-button', title=None)
self.figure = factories.atomic_widget_factory(
component='figure', title=None)
self.setLayout(QtWidgets.QVBoxLayout())
def _init_widgets(self, widget_title: str) -> None:
"""Creates child widgets and their layouts"""
self.title_container = factories.layout_factory(
layout='horizontal-box')
self.title = factories.atomic_widget_factory(
component='heading', title=widget_title)
self.download_button = factories.atomic_widget_factory(
component='download-button', title=None)
self.table = factories.atomic_widget_factory(
component='table', title=None)
self.setLayout(QtWidgets.QVBoxLayout())
def _init_widgets(self, mode: str) -> None:
"""
Creates child widgets by calling factory methods from `scrilla.gui.widgets.factories`. This method will iterate over `self.controls` and initialize the optional input widget accordingly. `self.optional_pane` and `self.required_pane`, the container widgets for the input elements, are initialized with a style tag on the same layer as the `scrilla.gui.widgets.components.ArgumentWidget`.
"""
self.title = factories.atomic_widget_factory(
component='subtitle', title='Function Input')
self.optional_title = factories.atomic_widget_factory(
component='label', title='Optional Arguments')
self.error_message = factories.atomic_widget_factory(
component='error', title="Error Message Goes Here")
self.calculate_button = factories.atomic_widget_factory(
component='calculate-button', title='Calculate')
self.clear_button = factories.atomic_widget_factory(
component='clear-button', title='Clear')
if mode == SYMBOLS_LIST:
self.required_title = factories.atomic_widget_factory(
component='label', title='Required Arguments')
self.symbol_hint = factories.atomic_widget_factory(
component='text', title="Separate Tickers With Commas")
self.required_pane = factories.layout_factory(
layout='vertical-box')
self.required_pane.setObjectName(self.layer)
self.symbol_widget = factories.argument_widget_factory(
component='symbols', title="Asset Tickers :", optional=False)
elif mode == SYMBOLS_SINGLE:
self.required_title = factories.atomic_widget_factory(
component='label', title='Required Argument')
self.symbol_hint = factories.atomic_widget_factory(
component='text', title="Enter a Single Symbol")
self.required_pane = factories.layout_factory(
layout='vertical-box')
self.required_pane.setObjectName(self.layer)
self.symbol_widget = factories.argument_widget_factory(
component='symbol', title="Symbol: ", optional=False)
else:
self.symbol_widget = None
self.group_definitions = None
for control in self.controls:
if self.controls[control]:
if self.controls[control]:
if definitions.ARG_DICT[control]["widget_type"] != "group":
self.control_widgets[control] = factories.argument_widget_factory(definitions.ARG_DICT[control]['widget_type'],
f'{definitions.ARG_DICT[control]["name"]} :',
optional=True)
else:
if self.group_definitions is None:
self.group_definitions = {}
self.group_definitions[definitions.ARG_DICT[control]
['name']] = definitions.ARG_DICT[control]
else:
self.control_widgets[control] = None
self.optional_pane = factories.layout_factory(layout='vertical-box')
self.optional_pane.setObjectName(self.layer)
self.setLayout(QtWidgets.QVBoxLayout())
def optimize(self):
if self.table_widget.table.isVisible():
self.table_widget.table.clear()
self.table_widget.table.hide()
symbols = self.arg_widget.get_symbol_input()
# TODO: better error checking
if len(symbols) > 1:
investment = self.arg_widget.get_control_input('investment')
this_portfolio = Portfolio(
tickers=symbols,
start_date=self.arg_widget.get_control_input('start_date'),
end_date=self.arg_widget.get_control_input('end_date'))
allocation = optimizer.optimize_portfolio_variance(
portfolio=this_portfolio,
target_return=self.arg_widget.get_control_input('target'))
self.title.setText(
formats.format_allocation_profile_title(
allocation, this_portfolio))
prices = services.get_daily_prices_latest(tickers=symbols)
if investment is None:
self.table_widget.init_table(rows=symbols,
columns=['Allocation'])
else:
self.table_widget.init_table(rows=symbols,
columns=['Allocation', 'Shares'])
shares = this_portfolio.calculate_approximate_shares(
allocation, float(investment), prices)
for i in range(len(symbols)):
item = factories.atomic_widget_factory(
component='table-item',
title=helper.format_float_percent(allocation[i]))
self.table_widget.table.setItem(i, 0, item)
if investment is not None:
share_item = factories.atomic_widget_factory(
component='table-item', title=str(shares[i]))
self.table_widget.table.setItem(i, 1, share_item)
# TODO: display amount vested per equity
# TODO: display total portfolio return and volatility
# TODO: display actual investment
self.table_widget.show_table()
self.arg_widget.fire()
else:
print('something went wrong')
def show_file_dialog(self) -> None:
file_path = factories.atomic_widget_factory(
component='save-dialog', title=f'(*.{settings.IMG_EXT})')
file_path.selectFile(f'{self.tmp_graph_key}.{settings.IMG_EXT}')
filename = None
if file_path.exec_() == QtWidgets.QDialog.Accepted:
filename = file_path.selectedFiles()
if filename is not None and len(filename) > 0:
utilities.download_tmp_to_file(self.tmp_graph_key, filename[0])
def _generate_splash(self):
self.splash_container = factories.layout_factory(layout='vertical-box')
self.source_button = factories.atomic_widget_factory(
component='source-button', title=None)
self.package_button = factories.atomic_widget_factory(
component='package-button', title=None)
self.documentation_button = factories.atomic_widget_factory(
component='documentation-button', title=None)
self.splash = factories.atomic_widget_factory(component='splash',
title=None)
self.splash_button_panel = factories.layout_factory(
layout='horizontal-box')
self.splash_button_panel.layout().addStretch()
self.splash_button_panel.layout().addWidget(self.source_button)
self.splash_button_panel.layout().addWidget(self.package_button)
self.splash_button_panel.layout().addWidget(self.documentation_button)
self.splash_button_panel.layout().addStretch()
def show_file_dialog(self) -> None:
file_path = factories.atomic_widget_factory(
component='save-dialog', title=f'(*.{settings.FILE_EXT})')
file_path.selectFile(f'table.{settings.FILE_EXT}')
filename = None
if file_path.exec_() == QtWidgets.QDialog.Accepted:
filename = file_path.selectedFiles()
if filename is not None and len(filename) > 0:
if settings.FILE_EXT == 'json':
utilities.download_table_to_json(self.table, filename[0])
def _init_widgets(self):
self.arg_widget = components.ArgumentWidget(
calculate_function=self.calculate,
clear_function=self.clear,
controls=self.controls,
layer=utilities.get_next_layer(self.objectName()))
self.title = factories.atomic_widget_factory(
component='heading', title='Distribution of Returns')
self.tab_container = factories.layout_factory(layout='vertical-box')
self.tab_widget = QtWidgets.QTabWidget()
self.setLayout(QtWidgets.QHBoxLayout())
def _init_widgets(self):
self.title = factories.atomic_widget_factory(component='heading',
title=None)
self.table_widget = components.TableWidget(
widget_title="Optimization Results",
layer=utilities.get_next_layer(self.objectName()))
self.arg_widget = components.ArgumentWidget(
calculate_function=self.optimize,
clear_function=self.clear,
controls=self.controls,
layer=utilities.get_next_layer(self.objectName()))
self.setLayout(QtWidgets.QHBoxLayout())
def _init_widgets(self, widget_title: str, tmp_graph_key: str) -> None:
"""Creates child widgets and their layouts"""
self.title = factories.atomic_widget_factory(
component='subtitle', title=widget_title)
self.table_widget = TableWidget(layer=self.objectName())
self.graph_widget = GraphWidget(
tmp_graph_key=tmp_graph_key, layer=self.objectName())
self.tab_widget = QtWidgets.QTabWidget()
self.setLayout(QtWidgets.QVBoxLayout())
def calculate(self):
if self.composite_widget.graph_widget.figure.isVisible():
self.composite_widget.graph_widget.figure.hide()
symbols = self.arg_widget.get_symbol_input()
self.composite_widget.table_widget.init_table(
rows=symbols,
columns=['Return', 'Volatility', 'Sharpe', 'Beta', 'Equity Cost'])
profiles = {}
for i, symbol in enumerate(symbols):
profiles[symbol] = statistics.calculate_risk_return(
ticker=symbol,
start_date=self.arg_widget.get_control_input('start_date'),
end_date=self.arg_widget.get_control_input('end_date'))
profiles[symbol][keys.keys['APP']['PROFILE']
['SHARPE']] = markets.sharpe_ratio(symbol)
profiles[symbol][keys.keys['APP']['PROFILE']
['BETA']] = markets.market_beta(symbol)
profiles[symbol][keys.keys['APP']['PROFILE']
['EQUITY']] = markets.cost_of_equity(symbol)
formatted_profile = formats.format_profile(profiles[symbol])
for j, statistic in enumerate(formatted_profile.keys()):
table_item = factories.atomic_widget_factory(
component='table-item', title=formatted_profile[statistic])
self.composite_widget.table_widget.table.setItem(
i, j, table_item)
plotter.plot_profiles(
symbols=symbols,
profiles=profiles,
show=False,
savefile=
f'{settings.TEMP_DIR}/{keys.keys["GUI"]["TEMP"]["PROFILE"]}')
self.composite_widget.graph_widget.set_pixmap()
self.composite_widget.table_widget.show_table()
self.arg_widget.fire()
def _generate_menu_bar(self):
self.menu_bar = factories.atomic_widget_factory(component='menu-bar',
title=None)
self.menus = []
for j, menu in enumerate(definitions.MENUBAR_WIDGET):
self.menus.append(self.menu_bar.addMenu(menu))
for i, action in enumerate(definitions.MENUBAR_WIDGET[menu]):
q_action = QtGui.QAction(action['name'], self)
q_action.setShortcut(action['shortcut'])
if menu == 'Functions':
q_action.triggered.connect(
(lambda i: lambda: self._show_widget(i))(i))
elif menu == 'Account':
pass
elif menu == 'View':
if action['name'] == 'Function Menu':
q_action.triggered.connect(
lambda: self.function_menu.setVisible(
(not self.function_menu.isVisible())))
elif action['name'] == 'Splash Menu':
q_action.triggered.connect(self._clear)
self.menus[j].addAction(q_action)