def amount(self, type=eMoneyCurrency.Product):
money = Money(
self.mem,
self.shares * self.price *
self.investment.product.real_leveraged_multiplier(),
self.investment.product.currency)
if type == eMoneyCurrency.Product:
return money
elif type == eMoneyCurrency.Account:
dt = dtaware_day_end_from_date(self.date, self.mem.localzone_name)
return money.convert(self.investment.account.currency, dt)
elif type == eMoneyCurrency.User:
dt = dtaware_day_end_from_date(self.date, self.mem.localzone_name)
return money.convert(self.investment.account.currency,
dt).convert(self.mem.localcurrency, dt)
def myqtablewidget(self, wdg):
wdg.table.setColumnCount(6)
wdg.table.setHorizontalHeaderItem(0, qcenter(self.tr("Year")))
wdg.table.setHorizontalHeaderItem(1, qcenter(self.tr("Estimation")))
wdg.table.setHorizontalHeaderItem(2, qcenter(self.tr("PER")))
wdg.table.setHorizontalHeaderItem(3,
qcenter(self.tr("Estimation date")))
wdg.table.setHorizontalHeaderItem(4, qcenter(self.tr("Source")))
wdg.table.setHorizontalHeaderItem(5, qcenter(self.tr("Manual")))
self.sort()
wdg.applySettings()
wdg.table.clearContents()
wdg.table.setRowCount(len(self.arr))
for i, e in enumerate(self.arr):
wdg.table.setItem(i, 0, qcenter(str(e.year)))
wdg.table.setItem(
i, 1,
self.product.money(e.estimation).qtablewidgetitem())
wdg.table.setItem(
i, 2,
qnumber(
e.PER(
Quote(self.mem).init__from_query(
self.product,
dtaware_day_end_from_date(
date(e.year, 12, 31),
self.product.stockmarket.zone.name)))))
wdg.table.setItem(i, 3, qdate(e.date_estimation))
wdg.table.setItem(i, 4, qleft(e.source))
wdg.table.setCellWidget(i, 5, wdgBool(e.manual))
wdg.table.setCurrentCell(len(self.arr) - 1, 0)
wdg.table.setFocus()
def balance(self, fecha=None, type=eMoneyCurrency.User):
"""Función que calcula el balance de una cuenta
Solo asigna balance al atributo balance si la fecha es actual, es decir la actual
Parámetros:
- pg_cursor cur Cursor de base de datos
- date fecha Fecha en la que calcular el balance
Devuelve:
- Decimal balance Valor del balance
type=2, account currency
type=3 localcurrency
"""
cur = self.mem.con.cursor()
if fecha == None:
fecha = date.today()
cur.execute(
'select sum(amount) from accountsoperations where accounts_id=' +
str(self.id) + " and datetime::date<='" + str(fecha) + "';")
res = cur.fetchone()[0]
cur.close()
if res == None:
return Money(self.mem, 0, self.resultsCurrency(type))
if type == eMoneyCurrency.Account:
return Money(self.mem, res, self.currency)
elif type == eMoneyCurrency.User:
if fecha == None:
dt = self.mem.localzone.now()
else:
dt = dtaware_day_end_from_date(fecha, self.mem.localzone_name)
return Money(self.mem, res,
self.currency).convert(self.mem.localcurrency, dt)
def datetime(self):
"""Devuelve un datetime usado para dibujar en gráficos, con el último día de la semana"""
d = date(self.year,1,1)
d = d - timedelta(d.weekday())
dlt = timedelta(days = (self.week-1)*7)
lastday= d + dlt + timedelta(days=6)
return dtaware_day_end_from_date(lastday, self.product.stockmarket.zone.name)
def adjustPrice(self, datetime, price):
"""
Returns a new price adjusting
"""
r = price
for dps in self.arr:
if datetime > dtaware_day_end_from_date(dps.date,
self.mem.localzone_name):
r = r + dps.gross
return r
def on_cmdComparation_released(self):
inicio = datetime.now()
if self.selector1.selected is None or self.selector2.selected is None:
qmessagebox(self.tr("You must select a product to compare with"))
return
self.comparation = ProductComparation(self.mem,
self.selector1.selected,
self.selector2.selected)
if self.comparation.canBeMade() == False:
qmessagebox(self.tr("Comparation can't be made."))
return
self.deCompare.setMinimumDate(self.comparation.dates()[0])
self.deCompare.setMaximumDate(
self.comparation.dates()[len(self.comparation.dates()) - 1 - 1]
) #Es menos 2, ya que hay alguna funcion de comparation que lo necesita
self.comparation.setFromDate(self.deCompare.date())
self.__hide_or_show_views()
if self.cmbCompareTypes.currentIndex() in (0, 7, 8): #Not changed data
self.viewTwoAxis.clear()
ls1 = self.viewTwoAxis.ts.appendTemporalSeries(
self.comparation.product1.name.upper()) #Line seies
ls2 = self.viewTwoAxis.ts.appendTemporalSeriesAxis2(
self.comparation.product2.name.upper()) #Line seies
dates = self.comparation.dates()
closes1 = self.comparation.product1Closes()
closes2 = self.comparation.product2Closes()
for i, date_ in enumerate(dates):
self.viewTwoAxis.ts.appendTemporalSeriesData(
ls1,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes1[i])
self.viewTwoAxis.ts.appendTemporalSeriesDataAxis2(
ls2,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes2[i])
self.viewTwoAxis.display()
if self.cmbCompareTypes.currentIndex() == 1: #Scatter prices
self.viewScatter.clear()
self.viewScatter.scatter.setTitle("Scatter chart")
self.viewScatter.scatter.appendScatterSeries(
"Correlation", self.comparation.product1Closes(),
self.comparation.product2Closes())
self.viewScatter.scatter.setXFormat("float",
self.comparation.product1.name)
self.viewScatter.scatter.setYFormat("float",
self.comparation.product2.name)
self.viewScatter.display()
if self.cmbCompareTypes.currentIndex(
) == 2: #Scatter daily gains percentage
self.viewScatter.clear()
self.viewScatter.scatter.setTitle("Scatter chart")
self.viewScatter.scatter.appendScatterSeries(
"Correlation", self.comparation.product1PercentageEvolution(),
self.comparation.product2PercentageEvolution())
self.viewScatter.scatter.setXFormat("float",
self.comparation.product1.name)
self.viewScatter.scatter.setYFormat("float",
self.comparation.product2.name)
self.viewScatter.display()
if self.cmbCompareTypes.currentIndex(
) == 3: #Controlling percentage evolution.
self.viewCompare.clear()
ls1 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product1.name.upper()) #Line seies
ls2 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product2.name.upper()) #Line seies
dates = self.comparation.dates()
closes1 = self.comparation.product1PercentageFromFirstProduct2Price(
)
closes2 = self.comparation.product2Closes()
for i, date_ in enumerate(dates):
self.viewCompare.ts.appendTemporalSeriesData(
ls1,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes1[i])
self.viewCompare.ts.appendTemporalSeriesData(
ls2,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes2[i])
self.viewCompare.display()
if self.cmbCompareTypes.currentIndex(
) == 4: #Controlling percentage evolution reducing leverage.
self.viewCompare.clear()
ls1 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product1.name.upper()) #Line seies
ls2 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product2.name.upper()) #Line seies
dates = self.comparation.dates()
closes1 = self.comparation.product1PercentageFromFirstProduct2PriceLeveragedReduced(
)
closes2 = self.comparation.product2Closes()
for i, date_ in enumerate(dates):
self.viewCompare.ts.appendTemporalSeriesData(
ls1,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes1[i])
self.viewCompare.ts.appendTemporalSeriesData(
ls2,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes2[i])
self.viewCompare.display()
if self.cmbCompareTypes.currentIndex(
) == 5: #Controlling inverse percentage evolution.
self.viewCompare.clear()
ls1 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product1.name.upper()) #Line seies
ls2 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product2.name.upper()) #Line seies
dates = self.comparation.dates()
closes1 = self.comparation.product1PercentageFromFirstProduct2InversePrice(
)
closes2 = self.comparation.product2Closes()
for i, date_ in enumerate(dates):
self.viewCompare.ts.appendTemporalSeriesData(
ls1,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes1[i])
self.viewCompare.ts.appendTemporalSeriesData(
ls2,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes2[i])
self.viewCompare.display()
if self.cmbCompareTypes.currentIndex(
) == 6: #Controlling inverse percentage evolution reducing leverage.
self.viewCompare.clear()
ls1 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product1.name.upper()) #Line seies
ls2 = self.viewCompare.ts.appendTemporalSeries(
self.comparation.product2.name.upper()) #Line seies
dates = self.comparation.dates()
closes1 = self.comparation.product1PercentageFromFirstProduct2InversePriceLeveragedReduced(
)
closes2 = self.comparation.product2Closes()
for i, date_ in enumerate(dates):
self.viewCompare.ts.appendTemporalSeriesData(
ls1,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes1[i])
self.viewCompare.ts.appendTemporalSeriesData(
ls2,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
closes2[i])
self.viewCompare.display()
if self.cmbCompareTypes.currentIndex(
) == 7: # Spreading prices joining first scaling.
self.viewCompare.clear()
ls = self.viewCompare.ts.appendTemporalSeries(
self.tr("Spread of {} - {}").format(
self.comparation.product1.name,
self.comparation.product2.name)) #Line seies
dates = self.comparation.dates()
closes1 = self.comparation.product1Closes()
closes2 = self.comparation.product2Closes()
multiplier = closes2[0] / closes1[0]
for i, date_ in enumerate(dates):
diff = closes2[i] - closes1[i] * multiplier
self.viewCompare.ts.appendTemporalSeriesData(
ls,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
diff)
self.viewCompare.display()
if self.cmbCompareTypes.currentIndex() == 8: # Price ratio A/B
self.viewCompare.clear()
ls = self.viewCompare.ts.appendTemporalSeries(
self.tr("Price Ratio of {} / {}").format(
self.comparation.product1.name,
self.comparation.product2.name)) #Line seies
dates = self.comparation.dates()
closes1 = self.comparation.product1Closes()
closes2 = self.comparation.product2Closes()
for i, date_ in enumerate(dates):
ratio = closes1[i] / closes2[i]
self.viewCompare.ts.appendTemporalSeriesData(
ls,
dtaware_day_end_from_date(date_, self.mem.localzone_name),
ratio)
self.viewCompare.display()
self.mem.settings.setValue("wdgProductsComparation/product1",
str(self.comparation.product1.id))
self.mem.settings.setValue("wdgProductsComparation/product2",
str(self.comparation.product2.id))
self.mem.settings.setValue("wdgProductsComparation/cmbCompareTypes",
str(self.cmbCompareTypes.currentIndex()))
self.mem.settings.sync()
self.lblCorrelation.setText(self.comparation.correlacion_lineal())
print("Comparation took {}".format(datetime.now() - inicio))
def datetime(self):
"""Devuelve un datetime usado para dibujar en gráficos"""
return dtaware_day_end_from_date(self.date, self.product.stockmarket.zone.name)
def datetime(self):
"""Devuelve un datetime usado para dibujar en gráficos, pongo el día 28 para no calcular el último"""
return dtaware_day_end_from_date(date(self.year, self.month, 28), self.product.stockmarket.zone.name)