def net_assets_html(self):
ast_str = self.net_assets()
if ast_str.endswith('B'):
return format.green(ast_str)
if ast_str.endswith('M'):
ast_value = float(ast_str[:-1])
if ast_value <= 100:
return format.red(ast_str)
if ast_value > 100 and ast_value <= 300:
return format.orange(ast_str)
return format.green(ast_str)
return format.red(ast_str)
def ma_rally_days_html(self):
days = self.ma_rally_days()
if days >= 20:
return format.red(days)
if days <= 5:
return format.orange(days)
return format.green(days)
def rsi_html(self):
rsi = self.rsi_value()
if rsi >= 65:
return format.red(rsi)
if rsi <= 30:
return format.green(rsi)
return format.orange(rsi)
def relative_volume_html(self):
rel_vol = self.relative_volume()
if rel_vol > 1.2:
return format.green(rel_vol)
if rel_vol <= 1.2 and rel_vol >= 0.8:
return format.orange(rel_vol)
return format.red(rel_vol)
def ma_rally_gain_html(self):
gain = self.ma_rally_gain() * 100
gain_str = str(gain) + '%'
if gain <= 3:
return format.green(gain_str)
if gain > 3 and gain < 7:
return format.orange(gain_str)
return format.red(gain_str)
def treynor_html(self, value_str):
if value_str == 'N/A':
return value_str
value = misc.to_float_value(value_str)
if value > 5:
return format.green(value_str)
if value <= 0:
return format.red(value_str)
return format.orange(value_str)
def beta_html(self, value_str):
if value_str == 'N/A':
return value_str
value = misc.to_float_value(value_str)
if value >= 1.25:
return format.red(value_str)
if value >= 1.05:
return format.orange(value_str)
return format.green(value_str)
def yearly_perf_html(self, value_str):
if value_str == 'N/A':
return value_str
value = misc.to_float_value(value_str)
if value >= 10:
return format.green(value_str)
if value >= 3:
return format.orange(value_str)
return format.red(value_str)
def fund_pe_html(self):
pe = self.fund_pe()
pe_str = self.holdings_dict.get('Price/Earnings', 'N/A')
if pe == 'N/A':
return format.orange(pe)
if pe >= 40:
return format.red(pe_str)
if pe >= 30 and pe < 40:
return format.orange(pe_str)
return format.green(pe_str)
def expense_ratio_html(self):
exp_ratio = self.expense_ratio()
if exp_ratio == 'N/A':
return format.orange(exp_ratio)
expense_ratio = misc.to_float_value(exp_ratio)
if expense_ratio >= 0.5:
return format.red(exp_ratio)
if expense_ratio >= 0.4:
return format.orange(exp_ratio)
return format.green(exp_ratio)
def perf_trend_html(self, perf_rate):
if perf_rate < -0.02:
return format.red(perf_rate)
if perf_rate > 0.1:
return format.green(perf_rate)
return format.orange(perf_rate)
def change_html(self):
change = self.change()
change_str = str(change) + '%'
if change >= 0:
return format.green(change_str)
return format.red(change_str)
def gen_left_td(symbol_obj,
relative_rank_y2_dict,
relative_rank_y_dict):
finviz_url = constants.finviz_quote_url % symbol_obj.symbol
html_str = '<tr><td align=\"left\" valign=\"top\" width=\"28%\">'
html_str = '%s<strong><a href=\"%s\">%s</a></strong>' % (
html_str, finviz_url, symbol_obj.symbol)
if symbol_obj.is_pick_today():
html_str = "%s (★ %s ★)" % (html_str, format.green("PoD"))
if symbol_obj.is_high_volume():
html_str = "%s (⚡ %s ⚡)" % (html_str, format.orange("HV"))
if symbol_obj.price_below_ma200():
html_str = "%s (☠ %s ☠)" % (html_str, format.red("B-200"))
elif symbol_obj.price_below_ma50():
html_str = "%s (☹ %s ☹)" % (html_str, format.orange("B-50"))
yahoo_url = constants.yahoo_holdings_url % symbol_obj.symbol
html_str = "%s<br><a href=\"%s\">%s</a>" %(
html_str, yahoo_url, symbol_obj.desc)
html_str = "%s<br>%s: %s" %(html_str,
"Change",
symbol_obj.change_html())
html_str = "%s<br>%s: %s" %(html_str,
"RSI",
symbol_obj.rsi_html())
if symbol_obj.ma_rally_days() > 0:
html_str = "%s<br>%s(%s): %s for %s days" %(
html_str,
"Ma_gain",
symbol_obj.ma_diff_trend_html(),
symbol_obj.ma_rally_gain_html(),
symbol_obj.ma_rally_days_html())
else:
html_str = "%s<br>%s(%s): %s" %(html_str, "Ma_diff",
symbol_obj.ma_diff_trend_html(),
symbol_obj.ma_diff_ratio_html())
html_str = "%s<br>%s: %s" %(
html_str, "Trend Y/2",
symbol_obj.perf_trend_html(symbol_obj.perf_trend_since_half_year()),
)
if not symbol_obj.symbol in constants.sticky_dict:
rank_change = relative_rank_y2_dict.get(symbol_obj.symbol, ('N/A', 'N/A'))[1]
html_str = "%s (%s)" %(
html_str, format.rank_change_html(rank_change)
)
html_str = "%s<br><u style=\"text-decoration-color: darkgray;\">%s: %s</u>" %(
html_str, "Trend Year",
symbol_obj.perf_trend_html(symbol_obj.perf_trend_since_year())
)
if not symbol_obj.symbol in constants.sticky_dict:
rank_change = relative_rank_y_dict.get(symbol_obj.symbol, ('N/A', 'N/A'))[1]
html_str = "%s<u style=\"text-decoration-color: darkgray;\"> (%s)</u>" %(
html_str, format.rank_change_html(rank_change)
)
html_str = "%s<br>%s: %s" %(html_str,
"P/E",
symbol_obj.fund_pe_html())
beta = symbol_obj.five_year_beta()
treynor = symbol_obj.five_year_treynor()
html_str = "%s<br>%s: %s / %s" %(html_str,
"5YR-Beta-Treynor",
symbol_obj.beta_html(beta),
symbol_obj.treynor_html(treynor))
html_str = "%s<br>%s: %s" %(html_str,
"Assets",
symbol_obj.net_assets_html()
)
html_str = "%s<br>%s: <b>%s</b>" %(html_str,
"Dividend",
symbol_obj.attr_dict['Dividend %'])
html_str = "%s<br>%s: %s" %(html_str,
"Expense Ratio",
symbol_obj.expense_ratio_html())
html_str += "</td>"
return html_str
def change_html(value):
if value.startswith('-'):
return format.red(value)
return format.green(value)